AUMdb

Anchor Health Properties 401 K Retirement Savings Plan

Sponsored by Ahp Operations, L.L.C · EIN 510370758 · Plan #002

Total assets
$10.1M
Net assets
$10.1M
Active participants
110
With balances
117

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Global Retirement Partners Llc Investment advisory (plan) $21,821
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $8,752
Strategic Advisors, Inc. Investment advisory (plan) $2