Breckinridge Health, Inc, 403(b) Plan
Sponsored by Breckinridge Health, Inc. · EIN 610525158 · Plan #002
- Total assets
- $4.7M
- Net assets
- $4.7M
- Active participants
- 292
- With balances
- 134
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Two West Capital Advisors Llc CRD 154543 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney | Investment advisory (plan), Direct payment from the plan | $17,178 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $13,565 |
| Admin. Group, Llc Dba Tag Resources | Investment advisory (plan), Direct payment from the plan | $10,395 |
| Two West Capital Advisors Llc | Investment advisory (plan), Direct payment from the plan | $2,162 |