AUMdb

King's Daughters Medical Center Retirement Plan

Sponsored by King's Daughters Medical Center · EIN 640333594 · Plan #001

Total assets
$45.2M
Net assets
$45.2M
Active participants
708
With balances
485

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

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
Roland Criss Fiduciary Services Claims processing, Plan administrator, Named fiduciary $74,375
Milliman, Inc. Recordkeeping, Consulting (general), Participant communication $61,328
Corebridge Financial, Inc Custodial (securities), Trustee (directed), Shareholder servicing fees $13,243
Charles Schwab Trust Bank Custodial (securities), Trustee (directed), Shareholder servicing fees $10,525
Charles Schwab & Co., Inc. Custodial (securities), Shareholder servicing fees $0