All Childrens Health System, Inc. 403(b) Savings Plan
Sponsored by All Childrens Health System, Inc. · EIN 592481740 · Plan #003
- Total assets
- $514M
- Net assets
- $514M
- Active participants
- 3,903
- With balances
- 6,667
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 |
| Creative Planning, Llc CRD 105348 | 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 | $340,799 |
| Creative Planning, Llc | Investment advisory (plan), Direct payment from the plan | $28,555 |
| Sb & Co Llc | Accounting, Direct payment from the plan | $11,730 |
| Lincoln National Corporation | Contract administrator, Direct payment from the plan | $25 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |