AUMdb

Sonic Healthcare Usa Savings Plan

Sponsored by Sonic Healthcare Usa, Inc. · EIN 208907334 · Plan #001

Total assets
$588M
Net assets
$588M
Active participants
9,544
With balances
5,971

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
Fidelity Investments Institutional Claims processing, Recordkeeping, Participant loan processing $266,011
Strategic Advisors, Inc. Investment advisory (plan) $68,764
Gallagher Benefit Services, Inc Consulting (general), Consulting fees $60,000
Baker Tilly Us, Llp Accounting $27,850
Hawley Troxell Legal, Direct payment from the plan $23,605
Weaver And Tidwell Llp Accounting $13,905