AUMdb

Restorixhealth 401(k) Plan

Sponsored by Restorixhealth · EIN 223583662 · Plan #001

Total assets
$48.0M
Net assets
$48.0M
Active participants
999
With balances
1,444

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
Valley Forge Investment Consultants, Inc. CRD 123898 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
John Hancock Life Insurance Company Recordkeeping, Investment management, Sub-transfer agency fees $186,352
Valley Forge Investment Consul Investment advisory (participants) $47,500
The Mandmarblestone Group Llc Consulting (pension), Other services, Other fees $47,500
Rsm Us Llp Accounting $30,975