Chai, Inc. 401(k) Plan
Sponsored by Clinton Health Access Initiative, Inc. · EIN 271414646 · Plan #001
- Total assets
- $56.3M
- Net assets
- $56.3M
- Active participants
- 213
- With balances
- 409
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 |
|---|---|---|
| Meridian Management Co CRD 110216 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Meridian Investment Advisors | Investment management | $79,442 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $38,806 |