AUMdb

Select Security Retirement Option Of Indiana Hospital

Sponsored by Indiana Regional Medical Center · EIN 250965404 · Plan #002

Total assets
$136M
Net assets
$136M
Active participants
1,376
With balances
1,402

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 $86,871
Metropolitan Life Insurance Company Recordkeeping fees, Direct payment from the plan $3,815
National Financial Services Securities brokerage, Securities brokerage commissions $0