Tax Deferred Annuity Program For Employees Of Valley Presbyterian Hospital
Sponsored by Valley Presbyterian Hospital · EIN 951945832 · Plan #003
- Total assets
- $89.4M
- Net assets
- $89.4M
- Active participants
- 1,688
- With balances
- 1,599
Plan year beginning 01/01/2024 · 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 | $107,850 |
| Morgan Stanley Global Banking | Consulting (general), Insurance brokerage commissions | $37,960 |
| Mutual Of America Life Ins. Co. | Claims processing, Recordkeeping, Participant loan processing | $7,411 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |