AUMdb

Dameron Hospital Association 403(b) Retirement Plan

Sponsored by Dameron Hospital Association · EIN 941201197 · Plan #002

Total assets
$78.1M
Net assets
$78.1M
Active participants
649
With balances
911

Plan year beginning 04/01/2024 · 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
The Variable Annuity Life Insurance Company CRD 104561 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Variable Annuity Life Insurance Custodial (securities), Investment management, Legal $49,323
Valic Retirement Services Co. Custodial (securities), Investment management, Legal $13,037
New York Life Insurance & Annuity Accounting, Plan administrator, Custodial (other) $8,329

Filing history

Plan year Assets Participants Source
04/01/2024 $78.1M 649 ack 20260114175310NAL0022164978001
04/01/2021 $80.2M 649 ack 20250320134351NAL0006545745001