Phh Pension Plan
Sponsored by Penn Highlands Healthcare · EIN 320345810 · Plan #003
- Total assets
- $70.5M
- Net assets
- $70.5M
- Active participants
- 423
- 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 |
|---|---|---|
| Income Research + Management CRD 104863 | fuzzy_auto · 99% | 2024 |
| Wellington Management Company Llp CRD 106595 | fuzzy_auto · 97% | 2024 |
| Garcia Hamilton & Associates Lp CRD 108017 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aon Consulting Inc. | Consulting (general), Direct payment from the plan | $376,219 |
| Nepc Llc | Consulting (general), Direct payment from the plan | $301,712 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $122,593 |
| Definiti Llc | Actuarial, Direct payment from the plan | $105,902 |
| Us Bank | Trustee (institutional), Direct payment from the plan | $60,011 |
| Baldwin Law Group Llp | Legal, Direct payment from the plan | $58,135 |
| Income Research & Management | Investment management, Direct payment from the plan | $39,704 |
| Wellington Management Inc. | Investment management, Direct payment from the plan | $36,471 |
| State Street Global Advisors | Investment management, Direct payment from the plan | $8,263 |
| Garcia Hamilton & Associates | Direct payment from the plan, Investment management | $7,608 |