AUMdb

Revo And I Health Retirement Plan

Sponsored by Infinite Health Collaborative, P.A. · EIN 411861374 · Plan #007

Total assets
$531M
Net assets
$531M
Active participants
3,230
With balances
4,709

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
John Hancock Retirement Plan Srvs Recordkeeping, Recordkeeping fees, Participant loan processing $337,159
Nfp Corporate Services (Nm), Inc. Investment management $55,000
Fredrikson & Byron, P.A. Legal $15,201
Cliftonlarsonallen Llp Accounting $13,650
October Three Consulting Consulting (pension) $9,880