Jennie Edmundson Memorial Hospital Employee Retirement Plan
Sponsored by Jennie Edmundson Memorial Hospital · EIN 420680355 · Plan #001
- Total assets
- $47.0M
- Net assets
- $47.0M
- Active participants
- 364
- 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 |
|---|---|---|
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Marquette Associates | Investment advisory (plan), Direct payment from the plan | $84,000 |
| Jp Morgan Investment Management Inc | Investment management, Direct payment from the plan | $60,727 |
| Principal | Custodial (securities), Trustee (institutional), Direct payment from the plan | $25,429 |
| Trumbull Property Fund Ubs Realty | Investment management, Direct payment from the plan | $18,584 |
| Lutz & Company | Accounting | $16,000 |
| Hub International Great Plains | Actuarial, Direct payment from the plan | $1,030 |