Elevance Health 401(k) Plan
Sponsored by Ath Holding Company, Llc · EIN 113713086 · Plan #003
- Total assets
- $12.1B
- Net assets
- $12.1B
- Active participants
- 71,880
- With balances
- 90,675
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $4,056,009 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $1,975,846 |
| Mercer | Investment advisory (plan) | $123,456 |
| Newport Trust Company | Investment advisory (plan) | $90,000 |
| Elevance Health Inc | Plan administrator | $56,500 |