Coler Healthcare 401(k) Plan
Sponsored by Coler Healthcare, Ltd. · EIN 823631052 · Plan #001
- Total assets
- $7.4M
- Net assets
- $7.4M
- Active participants
- 158
- With balances
- 120
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | 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 |
|---|---|---|
| Wells Fargo Clearing Services Llc | Investment advisory (plan) | $15,692 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $6,011 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $507 |