Elevance Health Puerto Rico Retirement Plan
Sponsored by Ath Holding Company, Llc · EIN 660588600 · Plan #001
- Total assets
- $97.6M
- Net assets
- $97.6M
- Active participants
- 3,827
- With balances
- 4,929
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Oriental Bank & Trust | Trustee (directed) | $67,482 |
| Fidelity Investments | Recordkeeping fees | $49,800 |
| Morgan Stanley Domestic Holdings In | Other fees | $28,637 |
| Nppg Record Keeping | Other fees | $14,190 |