Assembly Health Plan 401(k)
Sponsored by Preferred Podiatry Management Llc · EIN 452538551 · Plan #001
- Total assets
- $16.7M
- Net assets
- $16.7M
- Active participants
- 679
- With balances
- 256
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 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 | $55,538 |
| Creative Planning Llc | Investment advisory (participants), Direct payment from the plan | $13,986 |
| Hauser Retirement Solutions 2 Llc | Consulting (pension), Other fees | $0 |