Milford Regional Medical Center Partnership Plan
Sponsored by Milford Regional Medical Center · EIN 042103602 · Plan #001
- Total assets
- $256M
- Net assets
- $256M
- Active participants
- 2,427
- With balances
- 2,090
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 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | 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 | $157,113 |
| Global Retirement Partners | Investment advisory (plan), Direct payment from the plan | $56,250 |
| Caron & Bletzer, Pllc | Accounting, Direct payment from the plan | $21,500 |
| Wellth Advisory Services, Llc | Investment advisory (plan), Direct payment from the plan | $18,750 |
| Fiducient Investment Advisors | Investment advisory (plan), Direct payment from the plan | $8,750 |
| Parker, Brown, Macaulay & Sheerin, | Legal, Direct payment from the plan | $7,358 |
| Charles Schwab & Co., Inc | Securities brokerage, Securities brokerage commissions | $98 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |