Humana Retirement Savings Plan
Sponsored by Humana Inc. · EIN 610647538 · Plan #002
- Total assets
- $7.7B
- Net assets
- $7.7B
- Active participants
- 42,968
- With balances
- 60,365
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 |
|---|---|---|
| Dynamic Wealth Advisors CRD 169792 | deterministic · 100% | 2024 |
| Optima Capital Management Llc CRD 306036 | deterministic · 100% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Cerity Partners Llc CRD 151559 | deterministic · 100% | 2024 |
| Driven Investments Llc CRD 310095 | deterministic · 100% | 2024 |
| Truadvisors Financial, Llc CRD 170564 | deterministic · 100% | 2024 |
| Mcf Advisors, Llc CRD 130372 | deterministic · 100% | 2024 |
| Spectrum Financial Alliance, Ltd., L.L.C. CRD 125147 | fuzzy_auto · 95% | 2024 |
| Kansas City Private Wealth Management, Llc CRD 172528 | fuzzy_auto · 96% | 2024 |
| Financial Engines Advisors L.L.C. CRD 104510 | fuzzy_auto · 96% | 2024 |
| Envestnet Asset Management, Inc. CRD 111694 | deterministic · 100% | 2024 |
| Mcadam Llc CRD 170914 | deterministic · 100% | 2024 |
| Stokes Family Office Llc CRD 300899 | deterministic · 100% | 2024 |
| Accretive Wealth Management, Llc CRD 164341 | fuzzy_auto · 96% | 2024 |
| Beacon Pointe Advisors, Llc CRD 119290 | deterministic · 100% | 2024 |
| Wealth Enhancement Advisory Services, Llc CRD 116407 | fuzzy_auto · 97% | 2024 |
| Axxcess Wealth Management, Llc CRD 164081 | deterministic · 100% | 2024 |
| Advisors Management Group Inc CRD 113020 | deterministic · 100% | 2024 |
| Sanctuary Wealth Advisors Llc CRD 285428 | deterministic · 100% | 2024 |
| Hb Wealth Management, Llc CRD 316731 | deterministic · 100% | 2024 |
| Steelpeak Wealth, Llc CRD 165168 | deterministic · 100% | 2024 |
| Harvest Financial Advisors, Llc CRD 145552 | deterministic · 100% | 2024 |
| Mariner, Llc CRD 140195 | deterministic · 100% | 2024 |
| Private Advisor Group, Llc CRD 155216 | deterministic · 100% | 2024 |
| Berkshire Money Management, Inc. CRD 124873 | deterministic · 100% | 2024 |
| Natural Investments Pbllc CRD 113348 | deterministic · 100% | 2024 |
| Vise Ai Advisors, Llc CRD 301761 | deterministic · 100% | 2024 |
| Oxinas Partners, Llc CRD 297462 | deterministic · 100% | 2024 |
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $2,068,922 |
| Dynamic Wealth Advisors | Investment advisory (participants), Direct payment from the plan | $105,209 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $63,000 |
| Optima Capital Management Llc | Investment advisory (participants), Direct payment from the plan | $60,892 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $54,469 |
| Pensionmark Financial Group Ll | Investment advisory (participants), Direct payment from the plan | $44,648 |
| Morningstar Investment Service | Investment advisory (participants), Direct payment from the plan | $33,445 |
| Cerity Partners Llc | Investment advisory (participants), Direct payment from the plan | $32,783 |
| Driven Investments Llc | Investment advisory (participants), Direct payment from the plan | $29,674 |
| Truadvisors Financial Llc | Investment advisory (participants), Direct payment from the plan | $25,938 |
| Mcf Advisors Llc | Investment advisory (participants), Direct payment from the plan | $23,390 |
| Spectrum Financial Alliance | Investment advisory (participants), Direct payment from the plan | $22,484 |
| Kansas City Private Wealth Man | Investment advisory (participants), Direct payment from the plan | $18,365 |
| Financial Engines Advisors Llc | Investment advisory (participants), Direct payment from the plan | $17,052 |
| Envestnet Asset Management Inc | Investment advisory (participants), Direct payment from the plan | $15,652 |
| Brinker Capital Investments Ll | Investment advisory (participants), Direct payment from the plan | $14,395 |
| Mcadam Llc | Investment advisory (participants), Direct payment from the plan | $13,156 |
| Stokes Family Office Llc | Investment advisory (participants), Direct payment from the plan | $12,609 |
| Accredited Wealth Management L | Investment advisory (participants), Direct payment from the plan | $12,561 |
| Beacon Pointe Advisors Llc | Investment advisory (participants), Direct payment from the plan | $12,270 |
| Wealth Enhancement Advisory Se | Investment advisory (participants), Direct payment from the plan | $12,179 |
| Axxcess Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $11,606 |
| Advisors Management Group Inc | Investment advisory (participants), Direct payment from the plan | $11,269 |
| Sanctuary Advisors, Llc | Investment advisory (participants), Direct payment from the plan | $10,848 |
| Hb Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $10,389 |
| Steelpeak Wealth Llc | Investment advisory (participants), Direct payment from the plan | $9,617 |
| Harvest Financial Advisors Llc | Investment advisory (participants), Direct payment from the plan | $9,331 |
| Mariner Llc | Investment advisory (participants), Direct payment from the plan | $8,500 |
| Private Advisor Group Llc | Investment advisory (participants), Direct payment from the plan | $8,260 |
| Berkshire Money Management Inc | Investment advisory (participants), Direct payment from the plan | $7,707 |
| Natural Investments Pbllc | Investment advisory (participants), Direct payment from the plan | $7,059 |
| Vise Ai Advisors Llc | Investment advisory (participants), Direct payment from the plan | $6,119 |
| Oxinas Partners Llc | Investment advisory (participants), Direct payment from the plan | $5,687 |
| Cambridge Investment Research | Investment advisory (participants), Direct payment from the plan | $5,479 |