AUMdb

Voyage Healthcare Retirement Plan

Sponsored by North Clinic, P.A. Dba Voyage Healthcare · EIN 410955922 · Plan #001

Total assets
$81.9M
Net assets
$81.9M
Active participants
209
With balances
321

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
World Investment Advisors, Llc CRD 208512 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
World Investment Advisors Llc Investment advisory (plan) $70,000
Empower Annuity Insurance Company Recordkeeping fees $25,239
Cota Street Investment Management Investment management $4,939