Lucidhealth 401(k) Profit Sharing Plan
Sponsored by Premier Imaging Ventures, Llc Dba Lucidhealth · EIN 651284519 · Plan #001
- Total assets
- $325M
- Net assets
- $325M
- Active participants
- 467
- With balances
- 626
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 |
|---|---|---|
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 94% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Charles Schwab | Investment advisory (plan), Direct payment from the plan, Securities brokerage commissions | $227,476 |
| Morgan Stanley | Investment advisory (plan), Direct payment from the plan, Shareholder servicing fees | $105,932 |
| The Flaherty Consulting Group | Investment advisory (plan), Direct payment from the plan, Shareholder servicing fees | $81,885 |
| Milliman, Inc. | Recordkeeping, Participant communication, Direct payment from the plan | $23,101 |
| Raymond James Financial Services | Investment advisory (plan), Direct payment from the plan, Securities brokerage commissions | $21,190 |
| Fidelity | Investment advisory (plan), Investment management, Securities brokerage | $11,187 |
| Huntington National Bank | Investment advisory (plan), Direct payment from the plan, Securities brokerage commissions | $5,688 |