Boone Health 403(b)
Sponsored by Boone Health, Inc. · EIN 850769204 · Plan #002
- Total assets
- $17.7M
- Net assets
- $17.7M
- Active participants
- 103
- With balances
- 148
Plan year beginning 01/01/2024 · Total participant-directed account, Automatic enrollment, Default investment account (QDIA)
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), Custodial (securities) | $9,412 |
| Vanguard Advisers Inc. | Investment advisory (participants) | $5,156 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $17.7M | 103 | ack 20251008154003NAL0003121123001 |
| 04/01/2021 | $19.1M | 201 | ack 20250310095352NAL0025411456001 |