AUMdb

St. Luke's Cornwall Hospital 403(b) Retirement Plan

Sponsored by St. Luke's Cornwall Hospital · EIN 141340054 · Plan #002

Total assets
$110M
Net assets
$110M
Active participants
1,423
With balances
1,364

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 $50,089
National Financial Services Securities brokerage, Securities brokerage commissions $0