Health Plans, Inc. 401(k) & Profit Sharing Plan
Sponsored by Point32 Health · EIN 042734278 · Plan #002 · Westborough, MA
- Total assets
- $61.3M
- Net assets
- $61.3M
- Active participants
- 1,008
- With balances
- 1,046
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ernest & Young Llp | Investment advisory (plan) | $27,300 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $5,884 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$128,937 |