AUMdb

Mainehealth Legacy 403(b) Retirement Plan

Sponsored by Mainehealth Services · EIN 010431680 · Plan #001

Total assets
$22.9M
Net assets
$22.9M
Active participants
591
With balances
1,643

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, 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 $1,240