City Of Hope Medical Group 401 K Retirement Savings Plan
Sponsored by City Of Hope Medical Group, Inc. · EIN 272294296 · Plan #001
- Total assets
- $387M
- Net assets
- $387M
- Active participants
- 627
- With balances
- 710
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Salem Advisory Group Llc CRD 145697 | fuzzy_auto · 96% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
| Larson Financial Group, Llc CRD 140599 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sage Advisory Group | Investment management, Direct payment from the plan | $117,411 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $87,368 |
| Creative Planning Llc | Investment advisory (participants), Direct payment from the plan | $22,692 |
| City National Bank | Accounting, Direct payment from the plan | $14,800 |
| Cambridge Investment Research | Investment advisory (participants), Direct payment from the plan | $11,712 |
| Larson Financial Group Llc | Investment advisory (participants), Direct payment from the plan | $5,378 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $611 |