Four Winds Health Retirement Plan
Sponsored by Four Winds Health, Llc · EIN 451273930 · Plan #001
- Total assets
- $42.6M
- Net assets
- $42.6M
- Active participants
- 2,416
- With balances
- 2,546
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 |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $331,691 |
| Usi Advisors, Inc. | Investment advisory (plan), Direct payment from the plan | $34,909 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |