AUMdb

Nuvance Health 401(k) Retirement Savings Plan

Sponsored by Nuvance Health · EIN 834214573 · Plan #003

Total assets
$1.2B
Net assets
$1.2B
Active participants
10,383
With balances
12,214

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
Fid Inv Intl Ops Co Participant loan processing, Recordkeeping fees, Account maintenance fees $763,277
Strategic Advisors, Inc Investment advisory (plan), Direct payment from the plan $176,215
Gyl Financial Synergies Consulting (general), Direct payment from the plan $48,684