AUMdb

Bradford Health Services 401(k) Profit Sharing Pla

Sponsored by Bradford Health Services · EIN 631198286 · Plan #001

Total assets
$11.7M
Net assets
$11.7M
Active participants
820
With balances
1,094

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
Oneascent Financial Services Llc CRD 284549 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Leafhouse Financial Advisors Other fees $5,628
Oneascent Financial Services Other fees, Investment advisory (participants) $0