Health Connect America Retirement Savings Plan
Sponsored by Health Connect America · EIN 203858944 · Plan #001
- Total assets
- $10.8M
- Net assets
- $10.8M
- Active participants
- 1,380
- With balances
- 2,175
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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $22,439 |
| Voya Retirement Insurance & Annuity | Investment advisory (participants), Recordkeeping fees | $11,960 |
| Cbiz Investment Advisory Services, | Investment advisory (participants), Other fees | $3,028 |