AUMdb

Healthpoint 401(k) Retirement Plan

Sponsored by Healthpoint · EIN 910884412 · Plan #001

Total assets
$28.6M
Net assets
$28.6M
Active participants
349
With balances
1,123

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
Bac Capital Advisors Llc CRD 116816 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Bac Capital Advisors, Llc Investment advisory (participants), Investment advisory (plan), Participant communication $38,462
Benefit Administration Company, Llc Contract administrator, Recordkeeping, Consulting (pension) $22,689