AUMdb

Floyd Healthcare Management, Inc. Retirement Plan

Sponsored by Floyd Healthcare Management, Inc. · EIN 581973570 · Plan #001

Total assets
$70.5M
Net assets
$70.4M
Active participants
326
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

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

Firm Match Plan year
Aon Investments Usa Inc. CRD 105596 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Aon Investments Usa Inc Investment management, Direct payment from the plan $334,319
Principal Bank Recordkeeping, Trustee (institutional), Investment advisory (plan) $39,881
Cliftonlarsonallen Llp Accounting, Direct payment from the plan $23,625
Willis Towers Watson Us Llc Plan administrator, Consulting (pension), Direct payment from the plan $20,166