Health Care Management Systems, Inc. 401(k) Plan
Sponsored by Health Care Management Systems, Inc. · EIN 431342874 · Plan #001
- Total assets
- $2.8M
- Net assets
- $2.8M
- Active participants
- 1,639
- With balances
- 157
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Direct payment from the plan | $10,993 |
| Ubs Financial Services | Investment advisory (plan) | $9,748 |
| Forvis Llp | Recordkeeping, Participant loan processing, Recordkeeping fees | $2,835 |
| Bkd Wealth Advisors, Llc Mo | Recordkeeping, Participant loan processing, Recordkeeping fees | $2,275 |