AUMdb

The Recovery Network Of Programs, Inc. 403 B Retirement Plan

Sponsored by Recovery Network Of Programs, Inc. · EIN 060910080 · Plan #001

Total assets
$10.5M
Net assets
$10.5M
Active participants
262
With balances
342

Plan year beginning 01/01/2024 · 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

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $16,960
National Financial Services Securities brokerage, Securities brokerage commissions $0
Capfinancial Securities Llc Consulting (general), Insurance services, Insurance brokerage commissions $0