Tift Regional Health System 403(b) Plan
Sponsored by Tift Regional Health System, Inc. · EIN 453072990 · Plan #001
- Total assets
- $406M
- Net assets
- $406M
- Active participants
- 2,531
- With balances
- 4,543
Plan year beginning 01/01/2024 · 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 |
| Cannon Financial Strategists, Inc. CRD 133509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $201,498 |
| Cannon Financial Strategists Inc | Investment advisory (plan), Direct payment from the plan | $198,232 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |
| Mid Atlantic Capital Corporation | Securities brokerage, Securities brokerage commissions | $0 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $0 |