Wellstar Health System, Inc. Supplemental Retirement Savings Plan
Sponsored by Wellstar Health System, Inc. · EIN 581649541 · Plan #002
- Total assets
- $2.8B
- Net assets
- $2.8B
- Active participants
- 34,025
- With balances
- 47,081
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $2,123,956 |
| Ubs Insititutional Consulting Group | Consulting (general), Direct payment from the plan | $40,000 |
| Aon Hewitt Inv Consulting, Inc | Consulting (general), Direct payment from the plan | $31,209 |
| Charles Schwab & Co, Inc. | Securities brokerage, Securities brokerage commissions | $6,069 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |