AUMdb

Intuitive Health 401 (K) Plan

Sponsored by Intuitive Health, Llc · EIN 320545202 · Plan #001

Total assets
$14.8M
Net assets
$14.8M
Active participants
855
With balances
417

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
Koshinski Asset Management, Inc. Dba Ipi Asset Management, Inc. CRD 111872 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $62,627
Ipi Wealth Management Inc Investment advisory (plan) $29,668