AUMdb

The South County Hospital 403(b) Retirement Plan

Sponsored by South County Hospital · EIN 050445136 · Plan #002

Total assets
$109M
Net assets
$109M
Active participants
1,384
With balances
2,037

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
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $168,621
Fiducient Advisors Consulting (general), Insurance services, Insurance brokerage commissions $19,468
Charles Schwab & Co., Inc. Securities brokerage, Securities brokerage commissions $351