Mary Washington Healthcare Defined Benefit Retirement Plan
Sponsored by Mary Washington Healthcare · EIN 541240646 · Plan #001
- Total assets
- $128M
- Net assets
- $128M
- Active participants
- 294
- 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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fid Inv Inst Ops Co | Direct payment from the plan, Actuarial | $329,064 |
| Pfm Asset Management Llc | Investment advisory (plan), Direct payment from the plan | $179,835 |
| Onedigital Invest Advisors Llc | Investment advisory (plan), Direct payment from the plan | $25,000 |
| Baker Tilly Us, Llp | Accounting, Direct payment from the plan | $16,925 |
| Principal Bank | Plan administrator, Claims processing, Investment management | $14,652 |