Exceptional Health Care 401(k) Plan
Sponsored by Exceptional Healthcare, Inc. · EIN 811433461 · Plan #001
- Total assets
- $2.6M
- Net assets
- $2.6M
- Active participants
- 171
- With balances
- 186
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nova 401(k) Associates | Contract administrator | $11,864 |
| Kestra Advisory Services, Llc | Investment advisory (plan) | $10,951 |