AUMdb

Premier Health Consultants, Llc Retirement Savings Plan

Sponsored by Premier Health Consultants, Llc · EIN 205972761 · Plan #003

Total assets
$34.4M
Net assets
$34.4M
Active participants
1,197
With balances
802

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
Cetera Investment Advisers Llc CRD 105644 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Sentinel Pension & Payroll Recordkeeping, Participant loan processing, Account maintenance fees $56,377
Cetera Investment Advisers, Llc Insurance agents and brokers, Investment management, Other fees $35,880
Cetera Advisors Insurance agents and brokers, Investment management, Other fees $33,227
Nationwide Contract administrator, Sub-transfer agency fees, Distribution (12b-1) fees $4,674