Heath Consultants Incorporated Profit Sharing & Retirement Plan
Sponsored by Heath Consultants Incorporated · EIN 042144731 · Plan #002
- Total assets
- $25.5M
- Net assets
- $25.5M
- Active participants
- 1,658
- With balances
- 602
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 |
|---|---|---|
| Calderwood Financial Strategies, Inc. CRD 313466 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Calderwood Financial Strategies | Consulting (general), Investment advisory (plan) | $48,712 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $30,741 |