Ventra Health Retirement Plan
Sponsored by Ventra Health, Inc. · EIN 811702029 · Plan #001
- Total assets
- $30.0M
- Net assets
- $30.0M
- Active participants
- 555
- With balances
- 673
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 |
|---|---|---|
| Everhart Financial Group Inc CRD 107091 | fuzzy_auto · 94% | 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 | $131,366 |
| Everhart Financial Group Dba Everha | Investment advisory (plan), Other fees | $0 |
| Alliant Insurance Services Inc | Investment advisory (plan), Other fees | $0 |