Healthstream, Inc. 401(k) Plan
Sponsored by Healthstream, Inc. · EIN 621443555 · Plan #001
- Total assets
- $99.0M
- Net assets
- $99.0M
- Active participants
- 1,081
- With balances
- 1,385
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 |
|---|---|---|
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Trustee (directed) | $145,050 |
| Vanguard Advisers Inc. | Investment advisory (participants) | $38,025 |
| Wells Fargo Advisors | Investment advisory (plan) | $30,000 |
| Robert W Baird Inc | Investment advisory (plan) | $25,000 |