AUMdb

Partners In Health 401(k) Plan

Sponsored by Partners In Health, A Nonprofit Corporation · EIN 043567502 · Plan #001

Total assets
$24.1M
Net assets
$24.1M
Active participants
349
With balances
496

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
John Hancock Float revenue, Recordkeeping fees, Recordkeeping $47,248
Gray, Gray & Gray Llp Accounting $15,750
Lion Street Advisors Llc Investment advisory (plan) $15,000
Compass 360, Llc Plan administrator, Recordkeeping fees $6,955