AUMdb

The Washington Hospital Retirement & Savings Plan

Sponsored by The Washington Hospital · EIN 250965600 · Plan #002

Total assets
$120M
Net assets
$120M
Active participants
1,554
With balances
2,124

Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts

Linked investment advisers

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

Firm Match Plan year
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $234,588
National Financial Services Securities brokerage, Securities brokerage commissions $0