Cambridge Health Alliance Physicians Organization 403 B Plan
Sponsored by Cambridge Health Alliance Physicians Organization, Inc. · EIN 043167608 · Plan #001
- Total assets
- $245M
- Net assets
- $245M
- Active participants
- 564
- With balances
- 1,127
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 |
|---|---|---|
| Sageview Advisory Group | Consulting (general), Insurance services, Insurance brokerage commissions | $26,798 |
| Caron & Bletzer, Pllc | Accounting, Direct payment from the plan | $15,000 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $4,013 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $414 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |