Memorial Community Health Inc. Tax Deferred Annuity Plan
Sponsored by Memorial Community Health Inc. · EIN 470461859 · Plan #003
- Total assets
- $24.9M
- Net assets
- $24.9M
- Active participants
- 311
- With balances
- 207
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 | $48,164 |
| Usi Advisors | Consulting (general), Insurance services, Insurance brokerage commissions | $37,739 |
| Hbe Llp | Accounting, Direct payment from the plan | $12,724 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |