Healthlinc, Inc. 403(b) Plan
Sponsored by Healthlinc, Inc. · EIN 352147791 · Plan #002
- Total assets
- $16.7M
- Net assets
- $16.7M
- Active participants
- 572
- With balances
- 308
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wipfli Llp | Recordkeeping, Recordkeeping fees, Participant loan processing | $10,972 |
| Nationwide | Participant loan processing, Recordkeeping fees, Recordkeeping | $6,563 |
| Cambridge Investment Research | Investment advisory (participants), Investment advisory (plan), Investment management | $0 |