Vanguard Healthcare, Llc 401(k) Savings Plan
Sponsored by Vanguard Healthcare, Llc · EIN 621729650 · Plan #001
- Total assets
- $5.4M
- Net assets
- $5.4M
- Active participants
- 838
- With balances
- 347
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $51,860 |
| Creative Planning, Inc. | Investment advisory (plan), Other fees | $0 |