AUMdb

Childrens Hospitals And Clinics Matched Savings Plan

Sponsored by Childrens Health Care · EIN 411754276 · Plan #002

Total assets
$938M
Net assets
$938M
Active participants
6,127
With balances
8,194

Plan year beginning 01/01/2024 · Default investment account (QDIA), Covers self-employed individuals, Total participant-directed account

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Mercer Investments Llc Consulting (general) $75,000
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$798,820