AUMdb

Reify Health, Inc. Retirement Savings Plan

Sponsored by Reify Health, Inc. · EIN 455004365 · Plan #001

Total assets
$30.9M
Net assets
$30.9M
Active participants
863
With balances
796

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
Ironview Capital Management, Llc CRD 150250 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $120,833
Ironview Capital Management Llc Investment advisory (plan) $74,006
Strategic Advisors, Inc. Investment advisory (plan) $5,641