Atlantic Health System 403(b) Retirement Savings Plan
Sponsored by Atlantic Health System Inc. · EIN 521958352 · Plan #006
- Total assets
- $1.3B
- Net assets
- $1.3B
- Active participants
- 22,873
- With balances
- 24,508
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Automatic enrollment, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Willis Towers Watson Securities, Llc CRD 317602 | fuzzy_auto · 94% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping, Participant loan processing, Direct payment from the plan | $1,243,881 |
| Willis Towers Watson Us Llc | Investment advisory (plan) | $112,308 |
| Wiss & Company Llp | Securities brokerage | $26,000 |
| Qdro Consultants Company, Llc | Consulting (general), Direct payment from the plan | $1,200 |
| Charles Schwab & Co., Inc. | Investment advisory (participants), Securities brokerage, Direct payment from the plan | $425 |