AUMdb

Ballad Health 401(a) Plan

Sponsored by Ballad Health · EIN 611771290 · Plan #003

Total assets
$486M
Net assets
$486M
Active participants
4,612
With balances
7,727

Plan year beginning 07/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Lincoln National Corporation Contract administrator $215,972
Pyapc Accounting $37,040
Oppenheimer & Co., Inc. Consulting (general) $22,800