AUMdb

Retirement Income Plan Of Englewood Hospital & Medical Center

Sponsored by Englewood Hospital And Medical Center · EIN 221487173 · Plan #003

Total assets
$342M
Net assets
$342M
Active participants
3,619
With balances
2,793

Plan year beginning 01/01/2024 · 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 Claims processing, Recordkeeping, Investment management $269,398
National Financial Services Securities brokerage, Securities brokerage commissions $0