Prohealth Retirement Savings Plan
Sponsored by Prohealth Care, Inc. · EIN 391486873 · Plan #001
- Total assets
- $635M
- Net assets
- $635M
- Active participants
- 4,518
- With balances
- 5,693
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $435,624 |
| Lockbox Sageview Advisory Group Llc | Consulting (general), Insurance brokerage commissions | $74,774 |
| Plante & Moran Pllc | Accounting, Direct payment from the plan | $13,900 |
| Charles Schwab & Co. Inc. | Securities brokerage, Securities brokerage commissions | $649 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |