AUMdb

Hba Health Systems, Llc 401(k) Retirement Savings Plan

Sponsored by Hba Health Systems, Llc · EIN 651033991 · Plan #001

Total assets
$47.9M
Net assets
$47.9M
Active participants
946
With balances
797

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $62,290
Empower Advisory Group, Llc Investment management $15,184
Morgan Stanley Smith Barney Llc Other commissions $0
Morgan Stanley Insurance Services I Other commissions $0