AUMdb

Sibley Memorial Hospital 401(k) Plan

Sponsored by Sibley Memorial Hospital · EIN 530196602 · Plan #002

Total assets
$228M
Net assets
$228M
Active participants
2,239
With balances
2,858

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Creative Planning, Llc CRD 105348 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $263,881
Creative Planning Investment advisory (plan), Direct payment from the plan $15,833
Sb & Company,Llc Accounting, Direct payment from the plan $10,710