Seven Hills Foundation Retirement Plan
Sponsored by Seven Hills Foundation, Inc. · EIN 043293659 · Plan #001
- Total assets
- $57.9M
- Net assets
- $57.9M
- Active participants
- 1,237
- With balances
- 1,492
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Transamerica Retirement Solutions | Investment management, Participant loan processing, Participant communication | $155,718 |
| Grove Point Financial | Consulting (general), Insurance services, Insurance brokerage commissions | $98,000 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |
| Mid Atlantic Capital Corporation | Securities brokerage, Securities brokerage commissions | $0 |