Community Hospitals Of Central California Tax Sheltered Annuity Plan
Sponsored by Community Hospitals Of Central California · EIN 942864615 · Plan #002
- Total assets
- $673M
- Net assets
- $673M
- Active participants
- 10,887
- With balances
- 8,057
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 | $677,624 |
| Ubs Financial Services, Inc | Consulting (general), Insurance brokerage commissions | $118,527 |
| Moss Adams | Accounting, Direct payment from the plan | $46,453 |
| Regency Investment Advisors Inc | Securities brokerage, Securities brokerage commissions | $10,299 |
| Pathways Advisory Group Inc | Securities brokerage, Securities brokerage commissions | $8,826 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $526 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |