AUMdb

Good Shepherd Health Care System Tax Sheltered Retirement Plan

Sponsored by Good Shepherd Health Care System · EIN 930425580 · Plan #001

Total assets
$92.5M
Net assets
$92.5M
Active participants
954
With balances
1,224

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, 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
Lincoln National Corporation Contract administrator $154,597
Multnomah Group, Inc. Consulting (general) $32,400
Kansas City Life Insurance Company Recordkeeping, Insurance services, Investment management fees (direct) $7,164
Reliastar Life Insurance Company Sub-transfer agency fees, Recordkeeping fees, Insurance mortality and expense $0