Health Facility Retirement Plan
Sponsored by Bellhaven Managemen Llc Dba · EIN 264804287 · Plan #002
- Total assets
- $10.2M
- Net assets
- $10.2M
- Active participants
- 451
- With balances
- 464
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus | Other services | $4,338 |
| Morningstar Investment Management | Investment advisory (plan) | $1,352 |