AUMdb

Integritus Healthcare Retirement Savings Plan

Sponsored by Integritus Healthcare · EIN 043030633 · Plan #001

Total assets
$31.1M
Net assets
$31.1M
Active participants
2,588
With balances
982

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement

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
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $105,425
Capfinancial Partners Llc Investment advisory (plan), Direct payment from the plan $65,000