AUMdb

Torrance Health Association 403(b) Plan

Sponsored by Torrance Health Association · EIN 330073515 · Plan #005

Total assets
$406M
Net assets
$406M
Active participants
5,025
With balances
5,998

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Lincoln National Corporation Contract administrator $435,260
Fidelity Investments Recordkeeping fees, Account maintenance fees $12,568
Commercial Support Services Contract administrator $12,000
Metlife Life Insurance Company Recordkeeping fees $8,692
Voya Retirement Insurance And Annui Investment advisory (participants) $7,993