Musc Health Partners 401(k) Plan
Sponsored by Musc Health Partners · EIN 813987037 · Plan #001
- Total assets
- $50.7M
- Net assets
- $50.7M
- Active participants
- 554
- With balances
- 992
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Consulting (pension), Copying and duplicating | $41,765 |
| Forvis Mazars, Llp | Accounting, Direct payment from the plan | $36,960 |
| Capfinancial Partners, Llc | Custodial (securities), Investment management, Direct payment from the plan | $13,063 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (directed), Shareholder servicing fees | $6,237 |
| Charles Schwab & Co., Inc. | Custodial (securities), Trustee (directed), Direct payment from the plan | $0 |