Katherine Shaw Bethea Hospital Retirement Savings Plan
Sponsored by Osf Healthcare System · EIN 370813229 · Plan #002
- Total assets
- $106M
- Net assets
- $106M
- Active participants
- 882
- With balances
- 1,066
Plan year beginning 01/01/2024 · Total participant-directed account, Automatic enrollment, 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 |
|---|---|---|
| Midland States Bank | Trustee (institutional), Participant communication, Recordkeeping fees | $65,650 |
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $23,243 |
| Charles Schwab Trust Bank | Custodial (securities), Float revenue | $0 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |