AUMdb

St. Luke's Health Network Defined Contribution Plan

Sponsored by St. Luke's Health Network, Inc. · EIN 231352213 · Plan #002

Total assets
$423M
Net assets
$423M
Active participants
17,066
With balances
22,386

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed

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 $662,324