Healthpoint 403(b) Savings Plan
Sponsored by Healthpoint · EIN 910884412 · Plan #002
- Total assets
- $35.7M
- Net assets
- $35.7M
- Active participants
- 343
- With balances
- 442
Plan year beginning 01/01/2024 · 401(m) arrangement, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Bac Capital Advisors Llc CRD 116816 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bac Capital Advisors, Llc | Investment advisory (participants), Investment advisory (plan), Participant communication | $43,064 |
| Benefit Administration Company, Llc | Contract administrator, Recordkeeping, Consulting (pension) | $21,926 |