AUMdb

Appalachian Regional Healthcare, Inc. Voluntary Plan

Sponsored by Appalachian Regional Healthcare Inc · EIN 520795508 · Plan #005

Total assets
$29.2M
Net assets
$29.2M
Active participants
555
With balances
592

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 $12,865
Mutual Of America Life Insurance Co Claims processing, Recordkeeping, Participant loan processing $1,888
Voya Retirement Ins And Annuity Co Claims processing, Recordkeeping, Participant loan processing $100
National Financial Services Securities brokerage, Securities brokerage commissions $0
Charles Schwab & Co., Inc. Securities brokerage, Securities brokerage commissions $0