AUMdb

Health Imperatives, Inc. Retirement Savings Plan

Sponsored by Health Imperatives, Inc. · EIN 042609177 · Plan #001

Total assets
$9.5M
Net assets
$9.5M
Active participants
158
With balances
194

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

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
Rockland Trust Investment advisory (plan) $24,460
Empower Annuity Insurance Company O Recordkeeping fees $18,947
Angell Pension Group Contract administrator $625