AUMdb

St. Luke's Health Network 403(b) Plan

Sponsored by St. Luke's Health Network, Inc. · EIN 231352213 · Plan #003

Total assets
$810M
Net assets
$810M
Active participants
20,984
With balances
21,673

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

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $890,799