Advanced Healthcare Management, Inc. 401(k) Plan
Sponsored by Advanced Healthcare Management, Inc. · EIN 200284424 · Plan #001
- Total assets
- $5.0M
- Net assets
- $5.0M
- Active participants
- 466
- With balances
- 167
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 |
|---|---|---|
| Element Wealth, Llc CRD 114968 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Element Wealth, Llc | Investment advisory (plan), Direct payment from the plan | $16,777 |
| Principal Life Insurance Company | Recordkeeping fees, Contract administrator, Direct payment from the plan | $14,795 |
| Economic Group Pension Services | Contract administrator, Other fees, Direct payment from the plan | $7,495 |