AUMdb

Ascension Healthcare 401(k) Retirement Savings Plan

Sponsored by Ascension Health Dba Ascension Healthcare · EIN 311662309 · Plan #333

Total assets
$600M
Net assets
$600M
Active participants
1,482
With balances
7,250

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 $288,271
Capital Consulting & Asset Man Securities brokerage, Securities brokerage commissions $39,965
Charles Schwab & Co., Inc. Securities brokerage, Securities brokerage commissions $1,113
National Financial Services Securities brokerage, Securities brokerage commissions $0