AUMdb

Woman's Hospital Foundation 401(a) Employer Contribution Plan

Sponsored by Woman's Hospital Foundation · EIN 720652905 · Plan #009

Total assets
$143M
Net assets
$143M
Active participants
2,567
With balances
2,745

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

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $55,332
Gallagher Benefit Services Inc Consulting (general), Direct payment from the plan $38,413
Lincoln National Corporation Contract administrator $18,464