Clarion Hospital 403(b) Plan
Sponsored by Clarion Hospital · EIN 251010039 · Plan #002
- Total assets
- $11.2M
- Net assets
- $11.2M
- Active participants
- 346
- With balances
- 326
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 |
| Fragasso Financial Advisors Inc. CRD 123255 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $21,567 |
| Fragasso Financial Advisors | Investment advisory (plan), Direct payment from the plan | $6,123 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |