Ole Health 403(b) Plan
Sponsored by Ole Health · EIN 237221695 · Plan #001
- Total assets
- $58.0M
- Net assets
- $58.0M
- Active participants
- 827
- With balances
- 1,046
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sageview Advisory Group, Llc CRD 126777 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $207,029 |
| Sageview Advisory Group, Llc | Investment advisory (participants), Investment advisory (plan), Consulting fees | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |