Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan
Sponsored by Baptist Health South Florida, Inc. · EIN 650267668 · Plan #002
- Total assets
- $2.7B
- Net assets
- $2.7B
- Active participants
- 27,513
- With balances
- 35,041
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $2,644,057 |
| Larson Financial Group | Securities brokerage, Securities brokerage commissions | $8,461 |
| Slatestone Wealth Llc | Securities brokerage, Securities brokerage commissions | $8,077 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $4,229 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |