Saber Healthcare 401(k) Profit Sharing Plan
Sponsored by Saber Healthcare Group, L.L.C · EIN 020542620 · Plan #003
- Total assets
- $71.5M
- Net assets
- $71.2M
- Active participants
- 15,656
- With balances
- 2,831
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc | Investment advisory (plan) | $44,895 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $18,308 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $3,499 |