AUMdb

Knox Community Hospital Tax Deferred Annuity Plan

Sponsored by Knox Community Hospital · EIN 310929576 · Plan #006

Total assets
$52.5M
Net assets
$52.5M
Active participants
1,378
With balances
1,372

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts

Linked investment advisers

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

Firm Match Plan year
Gallagher Fiduciary Advisors, Llc CRD 146509 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Gallagher Fiduciary Advisors Llc Investment advisory (participants), Investment advisory (plan), Investment management $35,815
Rt Jones Capital Equities Mgmt Inc Investment advisory (participants), Investment advisory (plan), Investment management $21,725
American United Life Insurance Co Recordkeeping, Participant loan processing, Participant communication $8,220