Equality Health, Llc 401(k) Plan
Sponsored by Equality Health, Llc · EIN 474788148 · Plan #001
- Total assets
- $18.0M
- Net assets
- $18.0M
- Active participants
- 230
- With balances
- 547
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 |
|---|---|---|
| Pruco Securities, Llc CRD 5685 | deterministic · 100% | 2024 |
| Lpl Enterprise, Llc CRD 8733 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Investment management, Shareholder servicing fees | $41,643 |
| Proaccount | Recordkeeping, Investment advisory (participants) | $11,425 |
| Nationwide | Investment management, Shareholder servicing fees | $8,617 |
| Iron Fiduciary | Investment management, Shareholder servicing fees | $3,359 |
| Pruco Securities, Llc | Investment management, Shareholder servicing fees | $0 |
| Lpl Enterprise Llc | Investment management, Shareholder servicing fees | $0 |