Heywood Hospital Employee Retirement Savings Plan
Sponsored by Heywood Hospital · EIN 042103581 · Plan #002
- Total assets
- $88.2M
- Net assets
- $88.2M
- Active participants
- 1,672
- With balances
- 1,074
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 |
| Capfinancial Partners, Llc CRD 175112 | 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 | $84,420 |
| Capfinancial Partners | Investment advisory (plan), Direct payment from the plan | $65,000 |
| Charles Schwab & Co Inc | Securities brokerage, Securities brokerage commissions | $4,648 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |
| Mid Atlantic Capital Corporation | Securities brokerage, Securities brokerage commissions | $0 |