AUMdb

Healthfirst Bluegrass Inc. 401(k) Profit Sharing Plan And Trust

Sponsored by Healthfirst Bluegrass Inc · EIN 452710251 · Plan #001

Total assets
$12.9M
Net assets
$12.9M
Active participants
273
With balances
291

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Merrill Lynch, Pierce, Fenner Investment advisory (plan) $29,877
Paychex, Inc. Recordkeeping $6,367