Us Healthvest Group 401(k) Plan
Sponsored by 2014 Health, Llc · EIN 465717505 · Plan #001
- Total assets
- $21.6M
- Net assets
- $21.6M
- Active participants
- 2,262
- With balances
- 683
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 |
|---|---|---|
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| World Investment Advisors | Contract administrator, Investment advisory (plan) | $59,935 |
| Proaccount | Investment advisory (participants) | $43,639 |
| Assured Partners Northeast, Llc | Contract administrator, Investment advisory (plan) | $15,848 |