AUMdb

Cayuga Medical Center Retirement Savings Plan

Sponsored by Cayuga Medical Center At Ithaca · EIN 222325405 · Plan #002

Total assets
$0
Net assets
$0
Active participants
0
With balances
0

Plan year beginning 01/01/2024 · 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
Healthcare Community Securities Corporation CRD 36026 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $132,881
Healthcare Comm Securities Corp Consulting (general), Insurance services, Insurance brokerage commissions $120,484
National Financial Services Securities brokerage, Securities brokerage commissions $0