Southcoast Health System Partnership Plan
Sponsored by Southcoast Hospitals Group, Inc. · EIN 222592333 · Plan #001
- Total assets
- $1.1B
- Net assets
- $1.1B
- Active participants
- 8,109
- With balances
- 9,995
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 | $421,959 |
| Sageview Advisory Group | Consulting (general), Direct payment from the plan | $146,895 |
| Caron & Bletzer, Pplc | Accounting, Direct payment from the plan | $20,500 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |