Munson 401(k) Plan
Sponsored by Munson Healthcare · EIN 382640544 · Plan #001
- Total assets
- $124M
- Net assets
- $124M
- Active participants
- 8,394
- With balances
- 7,054
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $135,544 |
| Warner Norcross & Judd Llp | Legal, Direct payment from the plan | $35,051 |
| Stifel, Nicolaus & Co | Consulting (general), Investment advisory (plan), Investment management | $16,648 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |