403(b) Savings Plan For Children's Hospital & Research Center Oakland
Sponsored by Childrens Hospital And Research Center At Oakland · EIN 940382330 · Plan #005
- Total assets
- $431M
- Net assets
- $431M
- Active participants
- 2,762
- With balances
- 4,769
Plan year beginning 07/01/2024 · 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 | $603,854 |
| Fidelity Investments Institutional | Recordkeeping, Recordkeeping fees, Account maintenance fees | $120 |
| Lincoln National Corporation | Contract administrator, Direct payment from the plan | $50 |