Saad Healthcare Services 401(k) P/S Plan
Sponsored by Saad Enterprises, Inc. · EIN 630904463 · Plan #001
- Total assets
- $14.8M
- Net assets
- $14.8M
- Active participants
- 481
- With balances
- 242
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 |
|---|---|---|
| Leavell Investment Management, Inc. CRD 107890 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Leavell Investment Management, Inc | Recordkeeping, Trustee (institutional), Other services | $43,097 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $28,673 |
| Leavell Investement Mgmt | Investment advisory (plan), Direct payment from the plan | $15,844 |
| Ascensus Llc | Participant loan processing, Other fees, Recordkeeping fees | $5,043 |