Vertical Health Services 401(k) Plan
Sponsored by Vertical Health Services Llc · EIN 931436517 · Plan #001
- Total assets
- $1.3M
- Net assets
- $1.3M
- Active participants
- 2,070
- With balances
- 1,675
Plan year beginning 06/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Freedom Fiduciaries Llc CRD 323673 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $25,056 |
| Alera Group Inc Dba Alera Investmen | Investment advisory (plan) | $535 |
| Freedom Fiduciaries Llc | Investment advisory (plan) | $535 |
| Advised Assets Group, Llc | Investment management | $8 |