AUMdb

Abound Health Holding, Llc 401(k) Plan

Sponsored by Abound Health Holding, Llc · EIN 853192415 · Plan #001

Total assets
$7.5M
Net assets
$7.5M
Active participants
1,973
With balances
348

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
Gallagher Fiduciary Advisors, Llc CRD 146509 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Gallagher Fiduciary Advisors Investment advisory (participants) $33,758
Wilshire Associates Inc(usa) Investment advisory (participants) $1,350
John Hancock Life Insurance Company Recordkeeping, Investment management, Sub-transfer agency fees $0