Healthright 360 403(b) Retirement Plan
Sponsored by Healthright 360 · EIN 946129071 · Plan #002
- Total assets
- $24.1M
- Net assets
- $24.1M
- Active participants
- 742
- With balances
- 497
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $52,430 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $9,312 |