Thedacare Retirement And 403(b) Savings Plan
Sponsored by Thedacare Inc. · EIN 391509362 · Plan #003
- Total assets
- $838M
- Net assets
- $838M
- Active participants
- 6,774
- With balances
- 8,552
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 | $740,334 |
| Mma Securities, Llc | Consulting (general), Insurance services, Insurance brokerage commissions | $98,459 |
| Professional Financial Management | Securities brokerage, Securities brokerage commissions | $10,228 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $1,196 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |