AUMdb

Ami Expeditionary Healthcare 401(k) Plan

Sponsored by Ami Expeditionary Healthcare · EIN 660745549 · Plan #001

Total assets
$3.7M
Net assets
$3.7M
Active participants
215
With balances
167

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
Gallagher Fiduciary Advisors, Llc CRD 146509 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Gallagher Fiduciary Advisory Llc Investment advisory (plan), Direct payment from the plan $12,026
The Vanguard Group, Inc. Recordkeeping, Recordkeeping fees, Other fees $5,251