Astrana Health Managment, Inc. Cash Or Deferred Profit Sharing Plan
Sponsored by Astrana Health Management, Inc. · EIN 954472349 · Plan #001
- Total assets
- $29.7M
- Net assets
- $29.7M
- Active participants
- 1,222
- With balances
- 908
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 |
|---|---|---|
| Oppenheimer & Co. Inc. CRD 249 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oppenheimer & Co Inc | Investment advisory (plan) | $9,239 |
| International Benefit Planners | Contract administrator | $4,776 |
| Benefit Equity Inc | Contract administrator | $1,365 |
| Empower Annuity Insurance Company | Recordkeeping fees | $691 |
| Wells Fargo Clearing Services Llc | Other commissions | $0 |