AUMdb

Southern Health Partners, Inc. 401(k) Plan

Sponsored by Southern Health Partners · EIN 631130536 · Plan #001

Total assets
$7.7M
Net assets
$7.7M
Active participants
986
With balances
690

Plan year beginning 08/01/2024 · 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
Raymond James Insurance Group Inc Investment advisory (participants) $39,015
Erisa Services, Inc Other services, Other fees $7,035