AUMdb

Centered Health, Llc Retirement Plan

Sponsored by Centered Health, Llc · EIN 474644220 · Plan #001

Total assets
$69.8K
Net assets
$69.8K
Active participants
132
With balances
28

Plan year beginning 01/01/2021 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2021

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $68
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0