AUMdb

Newton Healthcare Corporation 401 K Retirement Plan

Sponsored by Newton Healthcare Corporation · EIN 481040759 · Plan #001

Total assets
$55.1M
Net assets
$55.1M
Active participants
778
With balances
801

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 $60,525
Pentegra Tpa Division Recordkeeping, Direct payment from the plan $36,634
Instrust Bank, N.A. Investment advisory (plan), Direct payment from the plan $27,281
Tiaa Recordkeeping, Direct payment from the plan $6,336