Munson 403(b) Plan
Sponsored by Munson Healthcare · EIN 382640544 · Plan #003
- Total assets
- $486M
- Net assets
- $486M
- Active participants
- 8,230
- With balances
- 7,007
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 | $534,521 |
| Stifel, Nicolaus & Company, Inc. | Consulting (general), Investment advisory (plan), Investment management | $73,352 |
| Warner Norcross & Judd Llp | Legal, Direct payment from the plan | $12,216 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |