AUMdb

White River Health System 401(k) Plan

Sponsored by White River Health System, Inc. · EIN 710411459 · Plan #001

Total assets
$105M
Net assets
$105M
Active participants
1,636
With balances
1,193

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 $66,713
Rpa Financial Llc Consulting (general), Direct payment from the plan $18,000
Henderson, Hutcherson & Mccullough Direct payment from the plan, Accounting $11,665
National Financial Services Securities brokerage, Securities brokerage commissions $0
Mid Atlantic Capital Corporation Securities brokerage, Securities brokerage commissions $0