The Northwest Hospital Center, Inc. 403(b) Matching Retirement Plan
Sponsored by Northwest Hospital Center, Inc. · EIN 521372665 · Plan #002
- Total assets
- $108M
- Net assets
- $108M
- Active participants
- 2,467
- With balances
- 1,292
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
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 · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $72,137 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $33,174 |
| Raymond James And Associates Inc | Investment advisory (plan), Direct payment from the plan | $13,499 |
| Clifton Larson Allen Llp | Accounting | $8,090 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $0 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |