AUMdb

The Grand Healthcare System 401(k) Plan

Sponsored by Strauss Ventures, Llc D/B/A The Grand Healthcare System · EIN 471594822 · Plan #001

Total assets
$15.2M
Net assets
$15.2M
Active participants
3,614
With balances
486

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
Procyon Advisors, Llc CRD 288239 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 $74,267
Procyon Advisors Llc Investment advisory (plan) $42,517