AUMdb

Catalyst Health Group Holdings 401(k) Plan

Sponsored by Catalyst Health Group Holdings, Llc · EIN 475248531 · Plan #001

Total assets
$0
Net assets
$0
Active participants
0
With balances
0

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
Beaird Harris Wealth Management, Llc CRD 107238 deterministic · 100% 2024
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 97% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Beaird Harris Investment advisory (participants) $13,416
Raymond James & Associates, Inc. Investment advisory (participants) $7,864