Beacon Retirement Savings 403(b) Plan
Sponsored by Beacon Health System, Inc. · EIN 453864076 · Plan #003
- Total assets
- $695M
- Net assets
- $695M
- Active participants
- 7,860
- With balances
- 10,573
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 | $854,137 |
| Forvis, Llp | Accounting, Direct payment from the plan | $24,748 |
| Taft Stettinius & Hollister Law Llp | Legal, Direct payment from the plan | $9,101 |
| Corient Private Wealth Llc | Securities brokerage, Securities brokerage commissions | $6,028 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $1,477 |
| Mid Atlantic Capital Corporation | Securities brokerage, Securities brokerage commissions | $0 |