AUMdb

Woman's Hospital Foundation 403(b) Retirement Savings Plan

Sponsored by Woman's Hospital Foundation · EIN 720652905 · Plan #008

Total assets
$192M
Net assets
$192M
Active participants
2,567
With balances
2,261

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 $95,114
Gallagher Fiduciary Advisors Llc Consulting (general), Direct payment from the plan $51,398
Lincoln National Corporation Contract administrator $22,205
Eisenramper Accounting, Direct payment from the plan $8,900