Advantia Health Retirement Plan
Sponsored by Advantia Health Llc · EIN 465670849 · Plan #001
- Total assets
- $48.1M
- Net assets
- $48.1M
- Active participants
- 571
- With balances
- 697
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mma Securities | Investment advisory (plan) | $87,988 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $16,467 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $5,656 |