AUMdb

New Vista Behavioral Healthcare, Inc. 401(k) Plan

Sponsored by New Vista Behavioral Healthcare, Inc. · EIN 452412767 · Plan #001

Total assets
$10.1M
Net assets
$10.1M
Active participants
859
With balances
510

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
Mma Securities Llc CRD 44254 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $70,166
Mma Securities Llc Investment advisory (plan) $36,846
Creative Retirement Systems, Inc. Recordkeeping, Participant loan processing, Recordkeeping fees $17,523