Memorial Hermann Health System Employees' Retirement Savings Plan
Sponsored by Memorial Hermann Health System · EIN 741152597 · Plan #002 · Houston, TX
- Total assets
- $3.3B
- Net assets
- $3.3B
- Active participants
- 32,735
- With balances
- 32,592
Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA), Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Towers Watson Investment Services, Inc. CRD 110473 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $1,176,255 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $1,139,525 |
| Towers Watson Investment Services, | Investment advisory (plan) | $78,650 |
| Mcconnell & Jones Llp | Accounting | $17,500 |
| Seyfarth Shaw Llp | Legal | $5,673 |