Floyd Healthcare Management, Inc. 401(k) Retirement Plan
Sponsored by Floyd Healthcare Management · EIN 581973570 · Plan #003
- Total assets
- $205M
- Net assets
- $205M
- Active participants
- 3,950
- With balances
- 3,033
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Cannon Financial Strategists, Inc. CRD 133509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $322,904 |
| Cannon Financial Strategists, Inc. | Investment advisory (plan), Direct payment from the plan | $85,572 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $13,781 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $298 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |