AUMdb

Intrahealth International, Inc. 401(k) Plan

Sponsored by Intrahealth International, Inc. · EIN 550825466 · Plan #001

Total assets
$28.7M
Net assets
$28.7M
Active participants
39
With balances
145

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
Creative Planning, Llc CRD 105348 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $81,607
Creative Planning, Inc. Investment advisory (plan), Other fees $0
Creative Planning, Llc Investment advisory (participants), Consulting fees $0