AUMdb

Kingman Healthcare, Inc. 403(b) Retirement Plan

Sponsored by Kingman Healthcare, Inc. · EIN 942916102 · Plan #001

Total assets
$114M
Net assets
$114M
Active participants
1,932
With balances
1,697

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
Financial Management Network Inc CRD 110454 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 $89,846
Nfp Retirement, Inc Consulting (general), Direct payment from the plan $62,000
Financial Management Network, Inc. Investment advisory (plan), Direct payment from the plan $62,000
National Financial Services Securities brokerage, Securities brokerage commissions $0
Mid Atlantic Capital Corporation Securities brokerage, Securities brokerage commissions $0