AUMdb

Retirement Income Security Plan Impact Healthcare, Llc

Sponsored by Impact Healthcare, Llc · EIN 464417642 · Plan #001

Total assets
$5.6M
Net assets
$5.6M
Active participants
883
With balances
221

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
Spectra Management, Llc Investment advisory (participants), Investment advisory (plan), Investment management $18,614
Ameritas Life Insurance Corp Claims processing, Contract administrator, Recordkeeping $15,386
Healthequity Retirement Services, L Claims processing, Plan administrator, Named fiduciary $11,634
Matrix Trust Company Custodial (securities), Participant loan processing, Direct payment from the plan $871