Cantata Health Solutions, Llc 401(k) Plan
Sponsored by Cantata Health Solutions, Llc · EIN 813972985 · Plan #001
- Total assets
- $27.8M
- Net assets
- $27.8M
- Active participants
- 125
- With balances
- 169
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 |
|---|---|---|
| Christensen Group Financial, Llc CRD 318144 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Christensen Group Financial | Investment advisory (plan), Direct payment from the plan | $35,000 |
| The Vanguard Group, Inc. | Other fees, Direct payment from the plan, Recordkeeping | $9,530 |
| Future Plan By Ascensus. | Contract administrator, Direct payment from the plan, Other fees | $6,954 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $27.8M | 125 | ack 20251015112152NAL0002318291001 |
| 01/01/2021 | $0 | 0 | ack 20250206102410NAL0011868049001 |