Valley Children's Hospital Defined Contribution Retirement Plan
Sponsored by Valley Children's Hospital · EIN 941294954 · Plan #002
- Total assets
- $612M
- Net assets
- $612M
- Active participants
- 3,806
- With balances
- 4,419
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 |
| Mercer Investments Llc CRD 133449 | deterministic · 100% | 2024 |
| Pathways Advisory Group, Inc. CRD 143817 | deterministic · 100% | 2024 |
| Hub Investment Partners, Llc CRD 307956 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $463,471 |
| Mercer Investments Llc | Investment advisory (plan), Direct payment from the plan | $87,753 |
| Moss Adams, Llp | Accounting, Direct payment from the plan | $27,563 |
| Hub Investment Partners Llc | Investment advisory (plan), Direct payment from the plan | $16,474 |
| Pathways Advisory Group Inc | Investment advisory (plan), Direct payment from the plan | $12,138 |
| Regency Investment Advisors | Investment advisory (plan), Direct payment from the plan | $10,819 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $2,711 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |