The Health Trust Savings Plan
Sponsored by The Health Trust · EIN 946050231 · Plan #009
- Total assets
- $8.4M
- Net assets
- $8.4M
- Active participants
- 11
- With balances
- 129
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $20,559 |
| Global Retirement Partners, Llc | Investment advisory (plan), Consulting fees | $10,001 |
| Wellth Advisory Services Llc | Investment advisory (plan), Consulting fees | $3,603 |