Ensemble Retirement Savings Plan 401(k)
Sponsored by Ensemble Health Partners Holdings, Llc · EIN 842528019 · Plan #021
- Total assets
- $269M
- Net assets
- $269M
- Active participants
- 11,990
- With balances
- 13,498
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $667,394 |
| Nfp Retirement Inc | Investment advisory (plan) | $50,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $31,480 |
| Cassell Plan Audits P.C. | Accounting | $14,500 |