Roseman University Of Health Sciences Defined Contribution Plan
Sponsored by Roseman University Of Health Sciences · EIN 880435559 · Plan #001
- Total assets
- $82.6M
- Net assets
- $82.6M
- Active participants
- 607
- With balances
- 783
Plan year beginning 01/01/2024 · Default investment account (QDIA), Total participant-directed account
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 | $77,906 |
| Sageview Advisory Group Llc | Consulting (general), Insurance services, Insurance brokerage commissions | $45,937 |
| Moss Adams Llp | Accounting, Direct payment from the plan | $26,421 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |