Outreach Health Services 401(k) Plan
Sponsored by Health Care Group Management, Inc. · EIN 752346957 · Plan #002
- Total assets
- $4.9M
- Net assets
- $4.9M
- Active participants
- 4,587
- With balances
- 403
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 |
|---|---|---|
| Legacy 401 K Partners, Llc CRD 181525 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $12,525 |
| Legacy 401 K Partners Llc | Investment advisory (plan) | $11,954 |