Healthedge Software 401 K Plan
Sponsored by Healthedge Software, Inc · EIN 202006970 · Plan #001
- Total assets
- $121M
- Net assets
- $121M
- Active participants
- 1,250
- With balances
- 1,264
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 |
|---|---|---|
| Janney Montgomery Scott Llc CRD 463 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Janney Montgomery Scott Llc | Investment advisory (plan), Other commissions | $377,852 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $144,250 |
| Empower Advisory Griup, Llc | Investment management | $66,235 |
| Stalker & Associates, Inc. | Contract administrator | $18,051 |