Stamford Health System Defined Contribution Retirement Plan
Sponsored by Stamford Health, Inc. · EIN 222476636 · Plan #006
- Total assets
- $504M
- Net assets
- $504M
- Active participants
- 3,969
- With balances
- 4,987
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 | $393,348 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $759 |