AUMdb

Highview Healthcare Partners 401(k) Plan

Sponsored by Highview Healthcare Partners, Llc · EIN 204798712 · Plan #001

Total assets
$6.1M
Net assets
$6.1M
Active participants
863
With balances
265

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
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Voya Retirement Ins & Annuity Co Recordkeeping, Participant loan processing, Recordkeeping fees $10,843
Actuarial Consulting Services Inc. Other services $6,685
Raymond James And Associates Inc. Investment advisory (participants), Investment advisory (plan) $1,772