Sparrow Health System Associate Retirement Savings Plan
Sponsored by Sparrow Health System · EIN 382542859 · Plan #003
- Total assets
- $807M
- Net assets
- $807M
- Active participants
- 8,310
- With balances
- 12,280
Plan year beginning 01/01/2024 · 401(k)
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 |
| Financial Strategies Group, Inc CRD 289054 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Investment management, Participant loan processing | $911,204 |
| Morningstar Investment Service | Investment advisory (plan), Direct payment from the plan | $8,340 |
| Financial Strategies Group Inc | Investment advisory (plan), Direct payment from the plan | $5,641 |
| Charles Schwab & Co, Inc. | Securities brokerage, Securities brokerage commissions | $858 |
| National Financial Services | Securities brokerage commissions, Securities brokerage | $0 |