Inlet Health 401(k) Plan
Sponsored by Inlet Health, Inc. · EIN 990813132 · Plan #001
- Total assets
- $12.3M
- Net assets
- $12.3M
- Active participants
- 678
- With balances
- 407
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 |
|---|---|---|
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $48,670 |
| Wellth Advisory Services, Llc | Investment advisory (plan) | $11,732 |
| Global Retirement Partners Llc | Investment advisory (plan) | $11,222 |
| Creative Retirement Systems, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $7,359 |