AUMdb

Simedhealth Retirement Plan

Sponsored by Simedhealth, L.L.C. · EIN 823017080 · Plan #001 · Gainesville, FL

Total assets
$45.7M
Net assets
$45.7M
Active participants
324
With balances
380

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
Bks Financial Investments Llc Investment advisory (plan) $32,175
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $21,984