Upperline Health 401(k) Retirement Plan
Sponsored by Upperline Health, Inc. · EIN 814298671 · Plan #001
- Total assets
- $35.9M
- Net assets
- $35.7M
- Active participants
- 916
- With balances
- 419
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Advisors Llc | Investment advisory (participants) | $11,774 |
| Wealthcare Advisory Partners Llc | Other fees | $0 |
| Pension Investors Corp Of Orlando | Other services | $0 |