Serv Behavioral Health System 401(k) Retirement Plan
Sponsored by Serv Behavioral Health System, Inc. · EIN 222090976 · Plan #002
- Total assets
- $27.6M
- Net assets
- $27.6M
- Active participants
- 661
- With balances
- 683
Plan year beginning 07/01/2024 · 401(k)
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 |
|---|---|---|
| The Vanguard Group, Inc. | Other fees, Participant loan processing, Recordkeeping fees | $78,244 |
| Newport Capital | Insurance agents and brokers | $60,620 |
| Ascensus | Investment advisory (plan), Direct payment from the plan | $59,384 |