Villa Maria Health And Rehabilitation 401(k) Profit Sharing Plan And Trust
Sponsored by Avanti Health Systems · EIN 331016260 · Plan #001
- Total assets
- $6.3M
- Net assets
- $6.3M
- Active participants
- 221
- With balances
- 156
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 |
|---|---|---|
| Principal Securities, Inc. CRD 1137 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $21,289 |
| Principal Securities, Inc. | Investment advisory (plan), Direct payment from the plan | $17,814 |