AUMdb

Appalachian Regional Healthcare, Inc. Thrift Plan

Sponsored by Appalachian Regional Healthcare, Inc. · EIN 520795508 · Plan #004

Total assets
$191M
Net assets
$191M
Active participants
6,098
With balances
6,668

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 $618,672
Meridian Wealth Management Llc Consulting (general), Insurance services, Insurance brokerage commissions $202,657
Mutual Of America Life Insurance Co Claims processing, Recordkeeping, Participant loan processing $4,758
Charles Schwab & Co., Inc Securities brokerage, Securities brokerage commissions $250
National Financial Services Securities brokerage, Securities brokerage commissions $0