401(k) Retirement Savings Plan For Employees Of The Dr.Gertrude A. Barber Center, Inc.
Sponsored by Dr.Gertrude A. Barber Center, Inc · EIN 237447611 · Plan #001
- Total assets
- $33.1M
- Net assets
- $33.1M
- Active participants
- 1,176
- With balances
- 605
Plan year beginning 01/01/2024 · 401(k)
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 | $56,327 |
| Newport Group, Inc. | Insurance mortality and expense, Other fees, Direct payment from the plan | $15,144 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |