Apla Health & Wellness 403(b) Plan
Sponsored by Apla Health & Wellness · EIN 841661910 · Plan #001
- Total assets
- $23.5M
- Net assets
- $23.5M
- Active participants
- 339
- With balances
- 408
Plan year beginning 01/01/2024 · Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Investment management, Shareholder servicing fees | $80,289 |
| Iron Fiduciary | Investment management, Shareholder servicing fees | $17,181 |
| Nationwide | Investment management, Shareholder servicing fees | $5,470 |
| Nationwide Life Insurance Company | Investment management, Shareholder servicing fees | $4,296 |
| Nationwide Retirement Plans | Investment management, Shareholder servicing fees | $2,232 |
| Morgan Stanley Smith Barney Llc | Investment management, Shareholder servicing fees | $0 |
| Morgan Stanley Smith Barney Ll | Investment management, Shareholder servicing fees | $0 |