Greater Philadelphia Health Action, Inc. 401(k) Plan
Sponsored by Greater Philadelphia Health Action, Inc · EIN 237082074 · Plan #001
- Total assets
- $27.3M
- Net assets
- $27.3M
- Active participants
- 588
- With balances
- 807
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Investment advisory (plan), Participant loan processing, Direct payment from the plan | $132,024 |
| Atlantic Pension Services Inc | Contract administrator, Direct payment from the plan, Other services | $8,125 |
| Ascensus | Contract administrator, Direct payment from the plan, Other services | $7,501 |
| Secrities America Advisors, Inc. | Investment advisory (plan), Other fees | $0 |
| Osaic Wealth Inc | Investment advisory (plan), Other fees | $0 |
| Morningstar Investment Managment | Investment advisory (plan), Consulting fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |