AUMdb

Gulf Coast Regional Blood Center 403(b) Tax Deferred Annuity Plan

Sponsored by Gulf Coast Regional Blood Center · EIN 741809687 · Plan #001

Total assets
$77.4M
Net assets
$77.3M
Active participants
779
With balances
945

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

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 $145,829
Gallagher Benefit Services, Inc. Consulting (general), Investment advisory (plan), Consulting fees $45,000
National Financial Services Securities brokerage, Securities brokerage commissions $0