Retirement Plan For Employees Of Kintegra Health
Sponsored by Gaston Family Health Services, Inc. D.B.A. Kintegra Health · EIN 581958398 · Plan #002
- Total assets
- $53.4M
- Net assets
- $53.4M
- Active participants
- 1,205
- With balances
- 1,319
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 |
| Lpl Financial Llc CRD 6413 | 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 | $103,297 |
| Lpl Financial Corporation | Investment advisory (plan), Direct payment from the plan | $52,950 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |