Phoebe Putney Health System 403(b) Deferred Savings Plan
Sponsored by Phoebe Putney Health System, Inc. · EIN 581928247 · Plan #001
- Total assets
- $446M
- Net assets
- $446M
- Active participants
- 4,666
- With balances
- 4,909
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 |
|---|---|---|
| Cannon Financial Strategists, Inc. | Consulting (general), Insurance services, Insurance brokerage commissions | $471,535 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $313,881 |
| Kingsmark Private Financial Ad | Consulting (general), Insurance brokerage commissions | $17,381 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $640 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |