Carroll Health Group 401(k) Plan
Sponsored by Lifebridge Health · EIN 271956453 · Plan #001
- Total assets
- $15.2M
- Net assets
- $15.2M
- Active participants
- 182
- With balances
- 190
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 |
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $9,031 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $2,556 |
| Raymond James & Associates | Investment advisory (plan), Direct payment from the plan | $1,892 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |