AUMdb

New Vista Health Services, Llc Retirement Savings Plan

Sponsored by New Vista Health Services, Llc · EIN 320397277 · Plan #001

Total assets
$3.2M
Net assets
$3.2M
Active participants
227
With balances
115

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Adp, Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $13,067
Sovran Advisors, Llc Recordkeeping, Trustee (institutional), Other services $10,233
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0