Teamhealth 401(k) Plan
Sponsored by Ameriteam Services, Llc · EIN 472129748 · Plan #002
- Total assets
- $1.8B
- Net assets
- $1.8B
- Active participants
- 18,577
- With balances
- 18,360
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 |
|---|---|---|
| Wisniewski Wealth Management Llc CRD 150264 | deterministic · 100% | 2024 |
| Financial Engines Advisors L.L.C. CRD 104510 | fuzzy_auto · 96% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Modera Wealth Management, Llc CRD 155649 | deterministic · 100% | 2024 |
| Heritage Investment Group, Inc. CRD 113204 | deterministic · 100% | 2024 |
| Integrated Advisors Network Llc CRD 171991 | fuzzy_auto · 98% | 2024 |
| Colton Groome Financial Advisors, Llc CRD 128365 | fuzzy_auto · 99% | 2024 |
| Provise Management Group, Llc CRD 105375 | deterministic · 100% | 2024 |
| Johnson Investment Counsel, Inc. CRD 117054 | deterministic · 100% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Per Stirling Capital Management, Llc CRD 151671 | fuzzy_auto · 99% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Nextgen Wealth Counselors Limited Liability Company CRD 226706 | fuzzy_auto · 94% | 2024 |
| Larson Financial Group, Llc CRD 140599 | deterministic · 100% | 2024 |
| Dash Acquisitions Inc. CRD 135281 | deterministic · 100% | 2024 |
| Valley Wealth Managers, Inc. CRD 108879 | deterministic · 100% | 2024 |
| Hightower Advisors, Llc CRD 145323 | deterministic · 100% | 2024 |
| Mariner, Llc CRD 140195 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $1,028,058 |
| Morningstar Inc | Investment management, Direct payment from the plan | $1,006,628 |
| Capfinancial Partners Llc | Investment management, Direct payment from the plan | $349,432 |
| Nextgen Wealth Counselors Limi | Investment advisory (participants), Direct payment from the plan | $52,374 |
| Marcum Wealth Llc | Investment advisory (participants), Direct payment from the plan | $29,938 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $23,039 |
| Larson Financial Group Llc | Investment advisory (participants), Direct payment from the plan | $21,084 |
| Brinker Capital Investments Ll | Investment advisory (participants), Direct payment from the plan | $19,328 |
| Dash Acquisitions Llc | Investment advisory (participants), Direct payment from the plan | $17,600 |
| Valley Wealth Managers Inc | Investment advisory (participants), Direct payment from the plan | $17,533 |
| Hightower Advisors Llc | Investment advisory (participants), Direct payment from the plan | $15,625 |
| Mariner Llc | Investment advisory (participants), Direct payment from the plan | $14,766 |
| Morningstar Investment Service | Investment advisory (participants), Direct payment from the plan | $14,495 |
| Wisniewski Wealth Management | Investment advisory (participants), Direct payment from the plan | $11,637 |
| Financial Engines Advisors Llc | Investment advisory (participants), Direct payment from the plan | $9,907 |
| C G Hughes Company Llc | Investment advisory (participants), Direct payment from the plan | $9,603 |
| Creative Planning Llc | Investment advisory (participants), Direct payment from the plan | $9,449 |
| Modera Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $9,309 |
| Heritage Investment Group | Investment advisory (participants), Direct payment from the plan | $8,168 |
| Integrated Advisors Network Ll | Investment advisory (participants), Direct payment from the plan | $7,120 |
| Colton Groome Financial Adviso | Investment advisory (participants), Direct payment from the plan | $6,890 |
| Provise Management Group Llc | Investment advisory (participants), Direct payment from the plan | $6,221 |
| Johnson Investment Counsel Inc | Investment advisory (participants), Direct payment from the plan | $5,661 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $5,599 |
| Per Stirling Capital Managemen | Investment advisory (participants), Direct payment from the plan | $5,587 |