Ashp Savings & Investment Plan
Sponsored by American Society Of Health System Pharmacists · EIN 520807628 · Plan #002
- Total assets
- $101M
- Net assets
- $101M
- Active participants
- 204
- With balances
- 290
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Trustee (directed) | $51,542 |
| Sageview Advisory Group Llc | Investment advisory (plan) | $30,600 |