AUMdb

High Point Treatment Center, Inc. 403(b) Plan

Sponsored by High Point Treatment Center, Inc. · EIN 043357938 · Plan #002

Total assets
$11.8M
Net assets
$11.8M
Active participants
1,281
With balances
1,237

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

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
Mma Securities Llc CRD 44254 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 $66,066
Mma Securities Llc Investment advisory (plan), Direct payment from the plan $37,829
National Financial Services Securities brokerage, Securities brokerage commissions $0