Inizio Employee Savings Plan
Sponsored by Ashfield Healthcare Comm. · EIN 208512445 · Plan #001
- Total assets
- $134M
- Net assets
- $134M
- Active participants
- 717
- With balances
- 1,165
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners | Recordkeeping, Trustee (institutional), Other services | $215,841 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $18,535 |
| Morningstar Retirement Manager | Investment advisory (participants), Investment advisory (plan), Investment management | $0 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees, Distribution (12b-1) fees | $0 |