Healthcare Employees Retirement Savings Plan
Sponsored by Unified Care Services Llc · EIN 954626030 · Plan #001
- Total assets
- $12.7M
- Net assets
- $12.7M
- Active participants
- 730
- With balances
- 239
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 |
|---|---|---|
| Envestnet Retirement Solutions, Llc CRD 171570 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $38,603 |
| Envestnet Retirement Solutions | Investment advisory (plan) | $6,278 |