St. Rose Hospital 403(b) Savings Plan
Sponsored by St. Rose Hospital · EIN 941668344 · Plan #005
- Total assets
- $63.5M
- Net assets
- $63.5M
- Active participants
- 710
- With balances
- 696
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, 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 | $64,162 |
| Baker Tilly Management Llc | Consulting (general), Insurance services, Insurance brokerage commissions | $18,750 |
| Jwt & Associates. Llp | Accounting, Direct payment from the plan | $9,750 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |