Retirement Income Plan For Employees Of Northern Arizona Healthcare
Sponsored by Northern Arizona Healthcare · EIN 742410946 · Plan #001
- Total assets
- $147M
- Net assets
- $147M
- Active participants
- 162
- 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 |
|---|---|---|
| Wellington Management Company Llp CRD 106595 | fuzzy_auto · 97% | 2024 |
| Kiltearn Partners Llp CRD 158789 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wellington Management Co. | Investment management, Investment management fees (direct) | $194,347 |
| Principal Custody Solutions | Custodial (other), Custodial (securities), Trustee (institutional) | $118,874 |
| Kiltearn Partners Llp | Investment management, Investment management fees (direct), Investment management fees (indirect) | $86,209 |
| Willis Towers Watson Us Llc | Actuarial, Consulting (pension), Direct payment from the plan | $68,915 |
| Usi Consulting Group | Consulting (general), Direct payment from the plan | $17,034 |