Carroll Hospital Center Retirement Savings Plan
Sponsored by Carroll Hospital Center, Inc. · EIN 521452024 · Plan #002
- Total assets
- $155M
- Net assets
- $155M
- Active participants
- 2,254
- With balances
- 2,426
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 |
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $94,493 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $36,329 |
| Raymond James & Associates | Investment advisory (plan), Direct payment from the plan | $26,593 |
| Clifton Larson Allen Llp | Accounting | $11,550 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $0 |