Apella Health Management, Inc. Retirement Savings Plan
Sponsored by Apella Health Management, Inc. · EIN 814193950 · Plan #001
- Total assets
- $168M
- Net assets
- $168M
- Active participants
- 7,010
- With balances
- 7,594
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | 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, Recordkeeping fees, Account maintenance fees | $568,329 |
| Sageview Advisory Group Llc | Investment advisory (participants), Investment advisory (plan) | $59,735 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $39,046 |