Altamed Health Services Corporation 403(b) Plan
Sponsored by Altamed Health Services Corporation · EIN 952810095 · Plan #001
- Total assets
- $266M
- Net assets
- $266M
- Active participants
- 5,614
- With balances
- 5,613
Plan year beginning 01/01/2024 · Profit-sharing, Default investment account (QDIA), Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| G.W. Sherwold Associates, Inc. CRD 42186 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| G.W. Sherwold Associates Inc | Investment advisory (plan) | $244,289 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $230,332 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $12,438 |