Exeter Health Resources, Inc. Account Balance Pension Plan
Sponsored by Exeter Health Resources, Inc. · EIN 020222126 · Plan #001
- Total assets
- $115M
- Net assets
- $115M
- Active participants
- 1,279
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Nepc, Llc CRD 110562 | deterministic · 100% | 2024 |
| Income Research + Management CRD 104863 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Segal | Actuarial, Direct payment from the plan | $215,281 |
| Nepc | Investment advisory (plan), Other investment fees and expenses | $176,325 |
| Bank Of America Corporation | Trustee (institutional), Direct payment from the plan | $69,416 |
| Gqg Partners Global Equity Fund | Investment management, Investment management fees (direct) | $59,149 |
| Baker Newman & Noyes Llc | Accounting, Direct payment from the plan | $17,800 |
| Income And Research Management | Investment management, Investment management fees (direct) | $14,514 |
| Arga | Investment management, Investment management fees (direct) | $7,921 |