AUMdb

Citrus Health Group 401(k) Plan

Sponsored by Citrus Health Group, Inc. · EIN 921466815 · Plan #001

Total assets
$8.9M
Net assets
$8.9M
Active participants
144
With balances
178

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 $14,048
Wells Fargo Advisors Financial Netw Recordkeeping, Trustee (institutional), Other services $8,107