Discovery Behavioral Health 401(k) Plan
Sponsored by Discovery Practice Management, Inc. · EIN 954628972 · Plan #001
- Total assets
- $38.1M
- Net assets
- $38.1M
- Active participants
- 2,357
- With balances
- 3,091
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $169,022 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $92,714 |
| Global Retirement Partners Llc | Investment advisory (plan) | $40,028 |