AUMdb

Continuum Health Alliance, Llc 401(k) Profit Sharing Plan

Sponsored by Continuum Health Alliance, Llc · EIN 201073471 · Plan #001

Total assets
$237K
Net assets
$237K
Active participants
108
With balances
30

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $37,515
Global Retirement Partners Recordkeeping, Consulting (pension), Direct payment from the plan $27,865
Continum Health Alliance, Llc Recordkeeping, Consulting (pension), Direct payment from the plan $10,000
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0