Southwestern Healthcare, Inc. Retirement Plan
Sponsored by Southwestern Healthcare, Inc. · EIN 261503650 · Plan #002
- Total assets
- $23.1M
- Net assets
- $23.1M
- Active participants
- 398
- With balances
- 771
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $112,019 |
| Globlal Retirement Partners | Investment advisory (plan), Other fees | $0 |
| Compensation Sysems Inc | Contract administrator, Other services, Other fees | $0 |
| Mml Investors Services Llc | Other services, Other fees | $0 |
| Mml Insurance Agency Llc | Other services, Other commissions | $0 |