AUMdb

Signant Health 401(k) Plan

Sponsored by Signant Health Global Llc · EIN 043559429 · Plan #002

Total assets
$108M
Net assets
$108M
Active participants
585
With balances
1,139

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
Valley Forge Investment Consultants, Inc. CRD 123898 fuzzy_auto · 97% 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 $105,354
Valley Forge Investment Consul Investment management, Direct payment from the plan $52,500
Charles Schwab & Co., Inc. Shareholder servicing fees $0
Charles Schwab Trust Bank Trustee (directed), Investment management fees (indirect), Shareholder servicing fees $0