AUMdb

Boone Health 401(k)

Sponsored by Boone Health, Inc. · EIN 850769204 · Plan #001

Total assets
$159M
Net assets
$159M
Active participants
2,024
With balances
3,007

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
Vanguard Advisers, Inc. CRD 106715 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Consulting (general), Trustee (directed) $215,054
Vanguard Advisers Inc. Investment advisory (participants) $58,113

Filing history

Plan year Assets Participants Source
01/01/2024 $159M 2,024 ack 20251008153757NAL0006078689001
04/01/2021 $122M 1,836 ack 20250310095143NAL0025411152001