AUMdb

Twelvestone Health Partners, Inc. 401(k) Plan

Sponsored by Twelvestone Health Partners, Inc. · EIN 621789941 · Plan #001

Total assets
$10.7M
Net assets
$10.7M
Active participants
241
With balances
269

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
American United Life Insurance Co Participant communication, Direct payment from the plan, Insurance mortality and expense $3,400
Centera Investment Advisors Consulting (general), Consulting fees $0