AUMdb

Convey Health Solutions 401(k) Plan

Sponsored by United States Pharmaceutical Gro · EIN 651122695 · Plan #001

Total assets
$38.4M
Net assets
$38.4M
Active participants
822
With balances
801

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
Sageview Advisory Group Llc Recordkeeping, Trustee (institutional), Other services $101,569
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $38,542