AUMdb

Health Services, Llc 401(k) Plan

Sponsored by Health Services, Llc · EIN 273002596 · Plan #001

Total assets
$7.1M
Net assets
$7.1M
Active participants
217
With balances
201

Plan year beginning 01/01/2024 · 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
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $31,008
Securities America, Inc. Insurance agents and brokers, Insurance services, Insurance brokerage commissions $0