Regional West Health Services Retirement Savings Plan
Sponsored by Regional West Health Services · EIN 363314157 · Plan #002
- Total assets
- $139M
- Net assets
- $139M
- Active participants
- 1,069
- With balances
- 1,533
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 | $77,183 |
| Raymond James Financial Services | Consulting (general), Insurance services, Insurance brokerage commissions | $61,498 |
| Eide Bailly | Accounting, Direct payment from the plan | $20,141 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $3,093 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |