AUMdb

Wayne Unc 401(a) Plan

Sponsored by Wayne Memorial Hospital, Inc. · EIN 561484844 · Plan #005

Total assets
$47.4M
Net assets
$47.4M
Active participants
1,586
With balances
1,843

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $124,809
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0