Johns Hopkins Health System Corporation 403(b) Plan
Sponsored by Johns Hopkins Health System Corporation · EIN 521465301 · Plan #001
- Total assets
- $1.7B
- Net assets
- $1.7B
- Active participants
- 19,271
- With balances
- 34,000
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 | $1,636,060 |
| Creative Planning, Llc | Consulting (general), Insurance brokerage commissions | $92,330 |
| Sb & Company, Llc | Accounting, Direct payment from the plan | $24,990 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $1.7B | 19,271 | ack 20251103131433NAL0005568739001 |
| 01/01/2021 | $1.3B | 17,244 | ack 20251112093233NAL0000005457001 |