Clearview Healthcare Partners Retirement Savings Plan
Sponsored by Clearview Healthcare Partners · EIN 261597664 · Plan #001
- Total assets
- $45.1M
- Net assets
- $45.1M
- Active participants
- 425
- With balances
- 692
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 |
|---|---|---|
| Twelve Points Wealth Management Llc CRD 171107 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $60,448 |
| Twelve Points Wealth Management Ll | Investment advisory (plan) | $40,601 |
| Johnson O'connor Feron & Carucci L | Accounting | $23,210 |
| Cbiz Mhm, Llc | Accounting | $11,890 |