Global Healthcare Exchange 401(k) And Defined Contribution Plan
Sponsored by Global Healthcare Exchange, Inc. · EIN 841502378 · Plan #001
- Total assets
- $162M
- Net assets
- $162M
- Active participants
- 1,041
- With balances
- 1,152
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 |
|---|---|---|
| Wealthn Llc CRD 285915 | fuzzy_auto · 97% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 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 | $97,043 |
| Wealth Inc | Investment advisory (plan) | $62,500 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $35,618 |
| Mcgladrey | Accounting | $31,238 |
| Cliftonlarsonallen Llp | Accounting | $18,106 |