Northern Arizona Healthcare Corporation 401(k) Plan
Sponsored by Northern Arizona Healthcare Corp. · EIN 742410946 · Plan #002
- Total assets
- $414M
- Net assets
- $414M
- Active participants
- 3,856
- With balances
- 5,031
Plan year beginning 01/01/2024 · 401(k)
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 | $416,575 |
| Wt Wealth Management Llc | Consulting (general), Insurance services | $50,253 |
| Tci Wealth Advisors Inc | Consulting (general), Insurance services | $26,215 |
| Ultra Financial Partners Llc | Consulting (general), Insurance services | $9,355 |
| Sowell Financial Services Llc | Consulting (general), Insurance services | $7,965 |
| Summit Global Investments Llc | Consulting (general), Insurance services | $6,280 |
| Charles Schwab & Co, Inc | Securities brokerage, Securities brokerage commissions | $3,940 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |