Unity Health 403(b) Retirement Plan
Sponsored by Unity Health · EIN 710772737 · Plan #002
- Total assets
- $49.8M
- Net assets
- $49.8M
- Active participants
- 1,192
- With balances
- 1,609
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $76,749 |
| First Security Bank | Consulting (general), Insurance services, Insurance brokerage commissions | $27,946 |
| Charles Schwab & Co., Inc | Securities brokerage, Securities brokerage commissions | $160 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |