St. Joseph Hospital Retirement Income Plan
Sponsored by Catholic Health · EIN 222565278 · Plan #002
- Total assets
- $24.5M
- Net assets
- $24.5M
- Active participants
- 99
- 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 |
|---|---|---|
| Sun Life Capital Management (U.S.) Llc CRD 109684 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mercer | Actuarial | $38,044 |
| Slc Management | Investment advisory (plan) | $23,147 |
| Freed Maxick | Accounting | $12,800 |
| Northern Trust | Trustee (institutional) | $12,288 |