AUMdb

Healthspan Retirement Savings Plan 403(b)

Sponsored by Healthspan Partners · EIN 463055925 · Plan #001

Total assets
$23.1M
Net assets
$23.1M
Active participants
22
With balances
281

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

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
Fidelity Inv. Inst. Oper. C0,. Llc Participant loan processing, Recordkeeping fees, Account maintenance fees $9,258