AUMdb

Envision Healthcare Operating Inc. 401(k) Plan

Sponsored by Envision Healthcare Operating Inc. · EIN 934099984 · Plan #002

Total assets
$3.1B
Net assets
$3.1B
Active participants
11,890
With balances
19,133

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024
Mercator Investment Management Llc CRD 296809 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $584,685
Strategic Advisors, Inc. Investment advisory (plan) $309,259
Mercer Investment Management, Inc Investment advisory (plan) $128,079
Causey Demgen & Moore, P.C. Accounting $18,900