Alivia Health Investment & Retirement Plan
Sponsored by Alivia Health Management, Llc · EIN 660859095 · Plan #001
- Total assets
- $4.2M
- Net assets
- $4.2M
- Active participants
- 583
- With balances
- 796
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Benefit Plans Admin Services, Inc. | Recordkeeping, Investment management, Sub-transfer agency fees | $23,393 |
| Mass Mutual | Investment advisory (participants) | $13,649 |
| Bpas Trust Company Of Puerto Rico | Custodial (securities), Trustee (institutional), Trustee (directed) | $5,118 |