San Luis Valley Health Money Purchase Plan
Sponsored by San Luis Valley Health · EIN 840255530 · Plan #001
- Total assets
- $18.3M
- Net assets
- $18.3M
- Active participants
- 649
- With balances
- 694
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
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 | deterministic · 100% | 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 | $67,363 |
| Global Retirement Partners Llc | Investment advisory (plan), Other fees | $0 |