Brightspring Health Services Retirement Savings Plan
Sponsored by Brightspring Health Services · EIN 610875371 · Plan #004
- Total assets
- $794M
- Net assets
- $794M
- Active participants
- 43,434
- With balances
- 14,074
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $540,473 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $120,461 |
| Ubs Financial Services Inc. | Investment advisory (plan) | $62,500 |
| Cherry Bekaert | Accounting | $30,975 |
| Mcm Cpas & Advisors Llp | Accounting | $15,500 |