Adelante Healthcare 403(b) Retirement Plan
Sponsored by Adelante Healthcare, Inc. · EIN 860377821 · Plan #001
- Total assets
- $18.7M
- Net assets
- $18.7M
- Active participants
- 812
- With balances
- 756
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $110,167 |
| Global Retirement Partne | Investment advisory (plan), Direct payment from the plan | $23,589 |