Adagio Health, Inc. 403(b) Plan
Sponsored by Adagio Health, Inc. · EIN 237104168 · Plan #002
- Total assets
- $4.1M
- Net assets
- $4.1M
- Active participants
- 173
- With balances
- 199
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Dunbar Bender & Zapf Inc | Contract administrator | $36,327 |
| Empower Annuity Insurance Co | Recordkeeping fees | $29,122 |
| Wells Fargo Advisors Llc | Investment advisory (plan) | $13,551 |