AUMdb

Signify Health 401(k) Plan

Sponsored by Signify Health, Llc · EIN 823563982 · Plan #001

Total assets
$132M
Net assets
$132M
Active participants
2,350
With balances
3,362

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $127,759
Strategic Advisors, Inc. Investment advisory (plan) $54,484
Baker Tilly Us, Llp Accounting $12,744