AUMdb

Consortium Health Plans, Inc. 401(k) Plan

Sponsored by Consortium Health Plans, Inc. · EIN 363963715 · Plan #002

Total assets
$14.3M
Net assets
$14.3M
Active participants
76
With balances
114

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $5,864
Adp Broker Dealer Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees $0
Morgan Stanley Smith Barney Llc Other services, Other fees $0