New Liberty Hospital Corporation Retirement Income Plan
Sponsored by New Liberty Hospital Corporation · EIN 431684627 · Plan #001
- Total assets
- $171M
- Net assets
- $171M
- Active participants
- 1,979
- With balances
- 3,060
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
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 |
| Cbiz Financial Solutions, Inc. CRD 16678 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $170,662 |
| Forvis Mazars, Llp | Accounting, Direct payment from the plan | $47,592 |
| Cbiz Financial Solutions | Investment advisory (plan), Direct payment from the plan | $23,100 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |