AUMdb

Healthalliance 403(b) Plan

Sponsored by Healthalliance Hospital Mary's Avenue Campus · EIN 141338470 · Plan #001

Total assets
$103M
Net assets
$103M
Active participants
1,286
With balances
1,524

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
Empower Annuity Insurance Company Recordkeeping, Participant loan processing, Direct payment from the plan $165,799
Capfinancial (Captrust) Trustee (discretionary) $53,415