Pih Health, Inc. 403(b) Plan
Sponsored by Pih Health, Inc · EIN 953619388 · Plan #002
- Total assets
- $423M
- Net assets
- $423M
- Active participants
- 7,342
- With balances
- 8,679
Plan year beginning 01/01/2024 · Default investment account (QDIA), ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Concurrent Investment Advisors, Llc CRD 323135 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $431,600 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $89,782 |
| Concurrent Investment Advisors, Ll | Investment advisory (plan) | $22,813 |
| Pension Assurance Llp | Accounting | $18,000 |