AUMdb

Ascension Healthcare Legacy Money Purchase Pension Plan

Sponsored by Ascension Health Dba Ascension Healthcare · EIN 311662309 · Plan #008

Total assets
$13.9M
Net assets
$13.9M
Active participants
492
With balances
640

Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account

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 $6,889
National Financial Services Securities brokerage, Securities brokerage commissions $0