Academyhealth Retirement Plan
Sponsored by Academyhealth · EIN 521260918 · Plan #001
- Total assets
- $24.0M
- Net assets
- $24.0M
- Active participants
- 139
- With balances
- 175
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mml Investors Services, Llc CRD 10409 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping fees, Account maintenance fees | $10,067 |
| Tribridge Partners Financial Llc | Consulting (general) | $10,000 |
| Mml Investors Services, Llc | Investment advisory (plan) | $10,000 |