Inizio Retirement Plan
Sponsored by Ashfield Healthcare, Llc · EIN 900789049 · Plan #001
- Total assets
- $140M
- Net assets
- $140M
- Active participants
- 2,200
- With balances
- 3,767
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners | Recordkeeping, Trustee (institutional), Other services | $231,136 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $199,534 |
| Morningstar Retirement Manager | Investment advisory (participants), Investment advisory (plan), Investment management | $0 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees, Distribution (12b-1) fees | $0 |