Ciena Healthcare Management, Inc. 401(k) Plan
Sponsored by Ciena Healthcare Management, Inc. · EIN 383439639 · Plan #001
- Total assets
- $126M
- Net assets
- $126M
- Active participants
- 18,456
- With balances
- 3,401
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 |
|---|---|---|
| Gregory J. Schwartz & Co., Inc. CRD 7294 | fuzzy_auto · 99% | 2024 |
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| North American Pension Services Llc | Consulting (general), Direct payment from the plan | $181,748 |
| Usi Consulting Group | Consulting (general), Direct payment from the plan | $132,000 |
| Gregory J Schwartz & Co., Inc | Investment advisory (plan), Direct payment from the plan | $55,287 |
| Usi Advisors Inc | Investment advisory (plan), Direct payment from the plan | $52,905 |
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $37,520 |