Lumeris 401(k) Plan
Sponsored by Lumeris Healthcare Outcomes · EIN 263628710 · Plan #001
- Total assets
- $166M
- Net assets
- $166M
- Active participants
- 909
- With balances
- 1,619
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $123,419 |
| Resources Investment Advisors Llc | Investment advisory (plan) | $40,126 |
| Topel Forman | Accounting | $14,900 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $12,662 |