Stellis Health, P.A. 401(k) Profit Sharing Plan
Sponsored by Stellis Health, P.A. · EIN 411227920 · Plan #001
- Total assets
- $38.2M
- Net assets
- $38.2M
- Active participants
- 212
- With balances
- 266
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Co | Contract administrator, Participant loan processing, Direct payment from the plan | $40,942 |
| Murray Financial Group Llc | Employee (plan), Direct payment from the plan | $7,937 |
| Ascensus | Direct payment from the plan, Other services, Other fees | $5,194 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |