Public Health Foundation Enterprises, Inc. 403(b) Plan
Sponsored by Public Health Foundation Enterprises, Inc., Dba Heluna Health · EIN 952557063 · Plan #001
- Total assets
- $200M
- Net assets
- $200M
- Active participants
- 1,877
- With balances
- 3,363
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $271,216 |
| Empower Annuity Insurance Company | Recordkeeping fees | $155,325 |
| Public Health Foundation Enterprise | Other fees | $21,274 |
| Empower Advisory Group, Llc | Investment management | $7,604 |