AUMdb

First National Health Services 401(k) Plan

Sponsored by First National Health Services, Llc · EIN 871955856 · Plan #002

Total assets
$3.2M
Net assets
$3.2M
Active participants
219
With balances
276

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
Gallagher Fiduciary Advisors, Llc CRD 146509 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $18,154
Gallagher Fiduciary Advisors, Llc Investment advisory (plan), Consulting fees $5,763