AUMdb

The Auburn Community Hospital Retirement Savings Plan

Sponsored by Auburn Community Hospital · EIN 150532054 · Plan #006

Total assets
$77.2M
Net assets
$77.2M
Active participants
1,429
With balances
1,342

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).

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
Merrill Lynch Consulting (general), Insurance brokerage commissions $124,576
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $23,085
Lincoln National Corporation Contract administrator, Direct payment from the plan $59
National Financial Services Securities brokerage, Securities brokerage commissions $0