Ethos Therapy Solutions 401(k) Plan
Sponsored by Star Medical, Inc. · EIN 263161292 · Plan #001
- Total assets
- $2.2M
- Net assets
- $2.2M
- Active participants
- 186
- With balances
- 226
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 |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| American Fundstars Financial Group Llc CRD 315860 | fuzzy_auto · 96% | 2024 |
| The Vanguard Group, Inc. CRD 105958 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T. Rowe Price Rps, Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $11,457 |
| Legg Mason | Investment management, Shareholder servicing fees | $0 |
| American Funds | Investment management, Shareholder servicing fees | $0 |
| Vanguard Group | Investment management, Shareholder servicing fees | $0 |
| Fidelity | Investment management, Shareholder servicing fees | $0 |
| Hartford Mutual Funds | Investment management, Shareholder servicing fees | $0 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $2.2M | 186 | ack 20251014094825NAL0005336722001 |
| 01/01/2021 | $759K | 145 | ack 20250801111119NAL0007132193001 |