Citizens Memorial Health Care System Matched Savings Plan
Sponsored by Citizens Memorial Hospital District · EIN 431142176 · Plan #004
- Total assets
- $91.2M
- Net assets
- $90.8M
- Active participants
- 2,410
- With balances
- 2,773
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
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 | $157,886 |
| Cbiz Financial Solutions Inc. | Consulting (general), Insurance services, Insurance brokerage commissions | $45,660 |
| Forvis Wealth Advisors Llc | Securities brokerage, Securities brokerage commissions | $7,942 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $616 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |