Sollis Health Retirement Plan
Sponsored by Priority Private Opco Llc D/B/A Sollis Health Opco · EIN 821338066 · Plan #001
- Total assets
- $9.1M
- Net assets
- $9.1M
- Active participants
- 234
- With balances
- 206
Plan year beginning 01/24/2024 · 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 |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $32,597 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $12,816 |