Nuvance Health 403(b) Plan (F/K/A Health Quest Systems, Inc. Tax Deferred Annuity Plan)
Sponsored by Nuvance Health · EIN 834214573 · Plan #002
- Total assets
- $746M
- Net assets
- $746M
- Active participants
- 2,628
- With balances
- 3,717
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| 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 |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan), Direct payment from the plan | $134,670 |
| Fid Inv Instl Ops | Participant loan processing, Recordkeeping fees, Account maintenance fees | $78,868 |
| Gyl Financial Synergies | Consulting (general), Direct payment from the plan | $55,790 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $22,000 |