401(a) Retirement Plan For Children's Hospital & Research Center At Oakland
Sponsored by Children's Hospital And Research Center At Oakland · EIN 940382330 · Plan #006
- Total assets
- $18.1M
- Net assets
- $18.1M
- Active participants
- 181
- With balances
- 690
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 |
|---|---|---|
| Moss Adams Llp | Accounting, Direct payment from the plan | $31,930 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $29,101 |
| Hanson Bridgett | Legal, Direct payment from the plan | $15,631 |
| Ernst & Young Llp | Consulting (general), Direct payment from the plan | $5,900 |