Relevate Health Management, Llc. 401(k) Profit Sharing Plan
Sponsored by Relevate Health Management, Llc. · EIN 872676505 · Plan #001
- Total assets
- $24.9M
- Net assets
- $24.9M
- Active participants
- 223
- With balances
- 330
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 |
|---|---|---|
| Truepoint, Inc. CRD 105664 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Truepoint Inc | Investment advisory (plan) | $41,300 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $30,358 |