The Moses H. Cone Memorial Hospital Voluntary Savings Plan
Sponsored by The Moses H. Cone Memorial Hospital Operating Corporation · EIN 581588823 · Plan #003
- Total assets
- $1.6B
- Net assets
- $1.6B
- Active participants
- 13,920
- With balances
- 18,917
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Valic Retirement Services Company | Custodial (securities), Investment management, Legal | $352,310 |
| Fidelity Investments Instl Ops Co. | Direct payment from the plan, Recordkeeping fees, Account maintenance fees | $2,890 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $887 |
| Empower Annuity Insurance Co. | Direct payment from the plan, Recordkeeping fees | $275 |