Personal Healthcare Management, Llc 401(k) Plan
Sponsored by Personal Healthcare Management, Llc · EIN 273841580 · Plan #001
- Total assets
- $5.9M
- Net assets
- $5.8M
- Active participants
- 1,758
- With balances
- 167
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Intac Actuarial Services | Recordkeeping, Participant loan processing, Recordkeeping fees | $8,629 |
| Fasten Halberstam Llp | Accounting | $7,500 |
| Transamerica Financial Life Ins | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $5,382 |