Simitree Healthcare Consulting, Llc 401(k) Plan
Sponsored by Simitree Acquisition Llc · EIN 863586333 · Plan #001
- Total assets
- $21.6M
- Net assets
- $21.6M
- Active participants
- 273
- With balances
- 352
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 |
|---|---|---|
| Alera Investment Advisors, Llc CRD 287906 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alera Investment Advisors, Llc | Investment advisory (plan) | $40,065 |
| John Hancock | Recordkeeping fees, Participant loan processing, Recordkeeping | $37,393 |