AUMdb

Provision Health Partners 401(k) Plan

Sponsored by Provision Health Partners, Llc · EIN 412136525 · Plan #001

Total assets
$11.6M
Net assets
$11.6M
Active participants
53
With balances
119

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $64,429
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $1,683