AUMdb

Sidney Health Center Pension Plan

Sponsored by Sidney Health Center · EIN 810233499 · Plan #002

Total assets
$32.1M
Net assets
$32.1M
Active participants
610
With balances
382

Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA), ERISA 404(c) participant-directed

Linked investment advisers

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

Firm Match Plan year
Edward D. Jones & Co., L.P. CRD 250 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Edward Jones Investment advisory (plan) $58,509
Capital Group Retirement Plan Svcs Recordkeeping fees $40,631
Big Sky Retirement Inc Contract administrator $9,251