Healthpro Heritage 401(k) Plan
Sponsored by Health Pro Management Services, Llc · EIN 261167226 · Plan #001
- Total assets
- $162M
- Net assets
- $162M
- Active participants
- 6,109
- With balances
- 7,018
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Forvis | Accounting | $71,215 |
| Global Retirement Partners Llc | Investment advisory (plan) | $50,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$71,474 |