AUMdb

Doctors Hospital At Renaissance 401(k) Plan

Sponsored by Doctors Hospital At Renaissance · EIN 742802643 · Plan #001

Total assets
$210M
Net assets
$210M
Active participants
5,621
With balances
7,113

Plan year beginning 01/01/2024 · 401(k)

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 $372,674
Cerity Partners Retirement Services Consulting (general), Insurance services $62,507
Smith Frankhauser Voigt & Watson, P Accounting, Direct payment from the plan $29,500
National Financial Services Securities brokerage, Securities brokerage commissions $0