Pipeline Health System 401(k) Plan
Sponsored by Pipeline Health System Holdings, Llc · EIN 832843667 · Plan #001
- Total assets
- $76.0M
- Net assets
- $75.7M
- Active participants
- 1,779
- With balances
- 1,346
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 |
|---|---|---|
| Lockton Investment Advisors, Llc CRD 144133 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Financial Life Ins Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $218,412 |
| Futureplan By Ascensus | Recordkeeping, Participant loan processing, Recordkeeping fees | $56,010 |
| Lockton Investment Advisors, Llc | Investment advisory (plan) | $48,854 |
| Creative Planning | Investment advisory (plan) | $39,166 |
| Transamerica Trust Company | Trustee (institutional) | $208 |