AUMdb

Niagara Falls Memorial Medical Center Sponsored 403(b) Plan

Sponsored by Niagara Falls Memorial Medical Center · EIN 160743094 · Plan #002

Total assets
$31.4M
Net assets
$31.4M
Active participants
1,126
With balances
863

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
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
Healthcare Community Securities Cor Consulting (general), Direct payment from the plan $69,162
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $64,435
National Financial Services Securities brokerage, Securities brokerage commissions $0