Northwest Hospital Center, Inc. Money Purchase Pension Plan And Trust
Sponsored by Northwest Hospital Center, Inc. · EIN 521372665 · Plan #001
- Total assets
- $55.8M
- Net assets
- $55.8M
- Active participants
- 887
- With balances
- 1,205
Plan year beginning 01/01/2024 · Money purchase, Participant-directed brokerage accounts, Total participant-directed account
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 | $37,446 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $19,367 |
| Raymond James And Associates, Inc | Consulting (general), Insurance services, Insurance brokerage commissions | $7,219 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $0 |