Zelis Healthcare 401(k) Retirement Plan
Sponsored by Zelis Healthcare, Llc · EIN 582167964 · Plan #001
- Total assets
- $172M
- Net assets
- $172M
- Active participants
- 2,385
- With balances
- 2,277
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $232,549 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $25,000 |
| Cvags, Llc | Investment advisory (plan) | $24,993 |
| Resource Advisory Llc | Other fees | $9,286 |
| Cerity Partners Retirement Plan Adv | Other fees | $8,868 |