The Retirement Plan Of Rady Childrens Hospital And Health Center
Sponsored by Rady Children's Health · EIN 953545901 · Plan #001
- Total assets
- $475M
- Net assets
- $475M
- Active participants
- 1,635
- With balances
- 0
Plan year beginning 07/01/2024
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 |
| Longfellow Investment Management Co. Llc CRD 104945 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Actuarial, Claims processing, Recordkeeping | $154,063 |
| Wellington Trust Company | Investment management, Direct payment from the plan | $139,701 |
| Northern Trust Company | Trustee (directed), Direct payment from the plan | $76,230 |
| Longfellow Investment Management Co | Investment management, Direct payment from the plan | $70,690 |
| Morgan Stanley Iia | Consulting (pension), Direct payment from the plan | $60,497 |
| Rhumbline Advisors Fund | Trustee (institutional), Direct payment from the plan | $39,037 |
| Cbiz Advisors Llc Golden State | Accounting, Direct payment from the plan | $25,359 |
| Graystone/Morgan Stanley Smith Bary | Consulting (pension), Direct payment from the plan | $19,962 |
| State Street Research & Management | Investment management, Direct payment from the plan | $18,073 |
| Stepstone Group Real Estate Lp | Consulting (general), Direct payment from the plan | $15,000 |
| Rhumbline | Other fees, Direct payment from the plan | $9,796 |