Equitas Health 401(k) Plan And Profit Sharing Plan
Sponsored by Equitas Health · EIN 311126780 · Plan #001
- Total assets
- $17.9M
- Net assets
- $17.9M
- Active participants
- 545
- With balances
- 832
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $53,670 |
| Onedigital Investment Advisors | Investment advisory (plan), Investment management, Investment management fees (indirect) | $41,871 |
| Newport Group, Inc. | Investment advisory (plan), Investment management, Investment management fees (indirect) | $33,749 |
| Proaccount | Investment advisory (participants) | $31,254 |
| Nationwide Life Insurance Company | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $1,735 |
| Newport Group, Inc. | Investment advisory (plan), Investment management, Investment management fees (indirect) | $425 |