Bryan Health Retirement Savings Plan
Sponsored by Bryan Health · EIN 363414823 · Plan #002
- Total assets
- $927M
- Net assets
- $927M
- Active participants
- 7,419
- With balances
- 10,206
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 |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Union Bank & Trust Company | Claims processing, Recordkeeping, Trustee (institutional) | $549,643 |
| Fiducient Advisors | Investment advisory (plan) | $94,074 |
| Matrix Clearance And Settlement | Securities brokerage, Sub-transfer agency fees | $0 |