Penn Highlands Healthcare 403(b) Plan
Sponsored by Penn Highlands Healthcare, Inc. · EIN 320345810 · Plan #002
- Total assets
- $331M
- Net assets
- $331M
- Active participants
- 4,815
- With balances
- 5,649
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
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 | $278,789 |
| Clifton Larsen Allen Llp | Consulting (general), Insurance brokerage commissions | $64,920 |
| Metlife Life Ins Co | Direct payment from the plan, Recordkeeping fees | $28,544 |
| Great West Life & Annuity Ins Co | Securities brokerage, Securities brokerage commissions | $26,692 |
| Plante & Moran, Plcc | Accounting, Direct payment from the plan | $14,000 |
| Mutual Of America Life Ins Co | Direct payment from the plan, Recordkeeping fees | $2,529 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |