Uphealth, Inc. 401(k) Plan
Sponsored by Uphealth, Inc. · EIN 833838045 · Plan #001
- Total assets
- $6.9M
- Net assets
- $6.9M
- Active participants
- 228
- With balances
- 271
Plan year beginning 01/01/2024 · 401(k)
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $14,854 |
| Sageview Advisory Group, Llc | Investment management | $5,044 |