Healthcare South Retirement Plan
Sponsored by Healthcare South P.C. · EIN 043283986 · Plan #001
- Total assets
- $73.9M
- Net assets
- $73.9M
- Active participants
- 190
- With balances
- 325
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Financial Engines Advisors L.L.C. CRD 104510 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edelman Financial Engines, Llc | Contract administrator, Recordkeeping, Investment management | $224,984 |