Chestnut Health Systems, Inc. 401(k) Retirement Plan
Sponsored by Chestnut Health Systems, Inc. · EIN 370964629 · Plan #001
- Total assets
- $41.6M
- Net assets
- $41.5M
- Active participants
- 808
- With balances
- 1,082
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services, Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $113,119 |
| Global Retirement Partners, Llc | Investment advisory (plan), Direct payment from the plan | $78,759 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |