AUMdb

Northeast Ohio Neighborhood Health Services, Inc. Profit Sharing Plan

Sponsored by Northeast Ohio Neighborhood Health Services Inc. · EIN 341014291 · Plan #003

Total assets
$12.6M
Net assets
$12.6M
Active participants
180
With balances
311

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

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
Merrill Lynch Insurance agents and brokers, Insurance services, Insurance brokerage commissions $26,290
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $15,004