Intermountain Health 401(k) Plan
Sponsored by Intermountain Health Care, Inc. · EIN 870269232 · Plan #002
- Total assets
- $6.8B
- Net assets
- $6.8B
- Active participants
- 69,032
- With balances
- 83,866
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 |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| Sands Capital Management, Llc CRD 137610 | deterministic · 100% | 2024 |
| Townsquare Capital, Llc CRD 288576 | deterministic · 100% | 2024 |
| Northern Trust Securities, Inc. CRD 7927 | fuzzy_auto · 93% | 2024 |
| Invesco Canada Ltd. CRD 126572 | deterministic · 100% | 2024 |
| Summit Global Investments, Llc CRD 157091 | deterministic · 100% | 2024 |
| Castleview Partners, Llc CRD 281410 | deterministic · 100% | 2024 |
| Global View Capital Management Llc CRD 158292 | deterministic · 100% | 2024 |
| Dynamic Wealth Advisors CRD 169792 | deterministic · 100% | 2024 |
| Driven Investments Llc CRD 310095 | deterministic · 100% | 2024 |
| Strategic Advocates, Llc CRD 316858 | deterministic · 100% | 2024 |
| Adams Wealth Management Llc CRD 286087 | deterministic · 100% | 2024 |
| Physician Wealth Advisors, Inc. CRD 106043 | deterministic · 100% | 2024 |
| Lone Peak Advisers, Llc CRD 296772 | deterministic · 100% | 2024 |
| Envestnet Asset Management, Inc. CRD 111694 | deterministic · 100% | 2024 |
| Flexible Plan Investments Ltd CRD 110762 | deterministic · 100% | 2024 |
| Optima Capital Management Llc CRD 306036 | deterministic · 100% | 2024 |
| Net Worth Advisory Group, Llc CRD 126983 | deterministic · 100% | 2024 |
| Diversify Wealth Management, Llc CRD 329878 | deterministic · 100% | 2024 |
| Lifestyle Asset Management, Inc. CRD 157450 | deterministic · 100% | 2024 |
| Cannon Tingey Investment Advisors Inc CRD 107539 | fuzzy_auto · 99% | 2024 |
| Promontory Financial Planning, Llc CRD 153666 | fuzzy_auto · 94% | 2024 |
| Iron Gate Global Advisors, Llc CRD 111177 | deterministic · 100% | 2024 |
| Silver Oak Securities Incorporated CRD 46947 | deterministic · 100% | 2024 |
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
| Strategic Planning Group, Llc CRD 113844 | deterministic · 100% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Encompass More Asset Management Llc CRD 322382 | deterministic · 100% | 2024 |
| Diversify Advisory Services, Llc CRD 326060 | deterministic · 100% | 2024 |
| Corient Private Wealth Lp CRD 319448 | deterministic · 100% | 2024 |
| Switchpoint Financial Planning Llc CRD 282856 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $3,483,000 |
| Sands Capital Management Llc | Investment advisory (plan), Direct payment from the plan | $2,562,000 |
| Townsquare Capital Llc | Investment advisory (participants), Direct payment from the plan | $1,825,000 |
| The Northern Trust Company | Investment advisory (plan), Direct payment from the plan | $436,000 |
| Invesco | Investment advisory (plan), Direct payment from the plan | $348,000 |
| Summit Global Investments Llc | Investment advisory (participants), Direct payment from the plan | $244,000 |
| Morningstar Investment Service | Investment advisory (participants), Direct payment from the plan | $135,000 |
| Castleview Partners Llc | Investment advisory (participants), Direct payment from the plan | $102,000 |
| Mercer | Consulting (general), Direct payment from the plan | $98,000 |
| Global View Capital Management | Investment advisory (participants), Direct payment from the plan | $50,000 |
| Crowe Llc | Accounting, Direct payment from the plan | $40,000 |
| Dynamic Wealth Advisors | Investment advisory (participants), Direct payment from the plan | $38,000 |
| Driven Investments Llc | Investment advisory (participants), Direct payment from the plan | $36,000 |
| Strategic Advocates Llc | Investment advisory (participants), Direct payment from the plan | $34,000 |
| Adams Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $33,000 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Other commissions | $32,000 |
| Physician Wealth Advisors Inc | Investment advisory (participants), Direct payment from the plan | $26,000 |
| Lone Peak Advisers Llc | Investment advisory (participants), Direct payment from the plan | $24,000 |
| Stoel Rives Llp | Legal, Direct payment from the plan | $24,000 |
| Envestnet Asset Management Inc | Investment advisory (participants), Direct payment from the plan | $23,000 |
| Flexible Plan Investments Ltd | Investment advisory (participants), Direct payment from the plan | $16,000 |
| Scf Investment Advisors Inc | Investment advisory (participants), Direct payment from the plan | $14,000 |
| Optima Capital Management Llc | Investment advisory (participants), Direct payment from the plan | $11,000 |
| Net Worth Advisory Group Llc | Investment advisory (participants), Direct payment from the plan | $10,000 |
| Diversify Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $8,000 |
| Lifestyle Asset Management Inc | Investment advisory (participants), Direct payment from the plan | $8,000 |
| Cannon Tingey Investment Advisor | Investment advisory (participants), Direct payment from the plan | $8,000 |
| Promontory Financial | Investment advisory (participants), Direct payment from the plan | $8,000 |
| Iron Gate Global Advisors Llc | Investment advisory (participants), Direct payment from the plan | $7,000 |
| Epic Trust Investment | Investment advisory (participants), Direct payment from the plan | $7,000 |
| Silver Oak Securities Incorporated | Investment advisory (participants), Direct payment from the plan | $7,000 |
| Onedigital Investment Advisors | Investment advisory (participants), Direct payment from the plan | $7,000 |
| Strategic Planning Group Llc | Investment advisory (participants), Direct payment from the plan | $6,000 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $6,000 |
| Jw Cole Advisors Inc | Investment advisory (participants), Direct payment from the plan | $6,000 |
| Encompass More Asset Management Llc | Investment advisory (participants), Direct payment from the plan | $6,000 |
| Diversify Advisory Services Llc | Investment advisory (participants), Direct payment from the plan | $5,000 |
| Firstpurpose Wealth Llc | Investment advisory (participants), Direct payment from the plan | $5,000 |
| Corient Private Wealth Llc | Investment advisory (participants), Direct payment from the plan | $5,000 |
| Switchpoint Financial Planning Llc | Investment advisory (participants), Direct payment from the plan | $5,000 |