AUMdb

Us Health Management Partners 401(k) Retirement Plan

Sponsored by Us Health Management Partners Llc · EIN 871094806 · Plan #003

Total assets
$13.8M
Net assets
$13.8M
Active participants
172
With balances
132

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

Linked investment advisers

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

Firm Match Plan year
Gallagher Fiduciary Advisors, Llc CRD 146509 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Gallagher Fiduciary Advisors Investment advisory (plan), Direct payment from the plan $24,032
The Vanguard Group, Inc. Other fees, Participant loan processing, Recordkeeping $19,377