AUMdb

Healthport, Inc. 401(k) Plan

Sponsored by Healthport, Inc. · EIN 521976585 · Plan #002

Total assets
$4.8M
Net assets
$4.8M
Active participants
143
With balances
173

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
Adp, Inc Participant loan processing, Direct payment from the plan, Recordkeeping $31,845
Cetera Advisors Investment advisory (participants), Investment advisory (plan) $14,961
Pollard & Associates, Inc. Consulting (pension), Direct payment from the plan $8,113