Uhhs 401(k) Retirement Savings Plan
Sponsored by Uhhs · EIN 340714775 · Plan #004
- Total assets
- $767M
- Net assets
- $767M
- Active participants
- 8,319
- With balances
- 10,894
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $567,744 |
| Kpmg Llp | Legal | $68,333 |
| Seyfarth Shaw Llp | Legal | $26,099 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $20,443 |
| Wealth Management Systems Inc | Other services, Other fees | $0 |