AUMdb

Gohealth 401(k) Profit Sharing Plan And Trust

Sponsored by Gohealth Holdings, Llc · EIN 850563805 · Plan #001

Total assets
$49.3M
Net assets
$49.3M
Active participants
2,147
With balances
2,583

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Merrill Lynch, Pierce, Fenner And S Recordkeeping, Investment management fees (indirect), Float revenue $117,763
Capital Strategies Investment Group Consulting fees $33,333
Ernst & Young Consulting fees $31,000
Baker Tilly Us, Llp Direct payment from the plan $24,008
Finway Group Consulting fees $7,000