Iu Health 401(k) Savings Plan
Sponsored by Indiana University Health Inc. · EIN 351955872 · Plan #005
- Total assets
- $4.5B
- Net assets
- $4.5B
- Active participants
- 40,158
- With balances
- 50,764
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Vestia Advisors, Llc CRD 290565 | deterministic · 100% | 2024 |
| Hurlow Wealth Management Group, Inc. CRD 282587 | fuzzy_auto · 96% | 2024 |
| Wallington Asset Management, Llc CRD 143360 | deterministic · 100% | 2024 |
| Total Wealth Planning And Management, Inc. CRD 166664 | fuzzy_auto · 93% | 2024 |
| Precedent Asset Management, Llc CRD 169100 | deterministic · 100% | 2024 |
| Comprehensive Financial Planning Corporation CRD 107549 | fuzzy_auto · 94% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Bedel Financial Consulting Inc CRD 105653 | deterministic · 100% | 2024 |
| Deerfield Financial Advisors, Inc. CRD 104964 | fuzzy_auto · 99% | 2024 |
| Donaldson Capital Management Llc CRD 106131 | deterministic · 100% | 2024 |
| Envestnet Asset Management, Inc. CRD 111694 | deterministic · 100% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Phillips Financial Management, Llc CRD 131344 | deterministic · 100% | 2024 |
| Regal Investment Advisors Llc CRD 125004 | deterministic · 100% | 2024 |
| Teeple Wealth Management, Llc CRD 147676 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $1,692,727 |
| Empower Advisory Group, Llc | Investment management | $865,671 |
| Aon Investments Usa Inc. | Other fees | $126,281 |
| Vestia Advisors Llc | Investment advisory (participants) | $71,580 |
| Total Wealth Planning Llc | Investment advisory (participants) | $27,818 |
| Charles Schwab & Co, Inc. | Securities brokerage, Investment management fees (direct), Securities brokerage commissions | $18,985 |
| Regal Investment Advisors Llc | Investment advisory (participants) | $14,409 |
| Deerfield Financial Advisors I | Investment advisory (participants) | $10,720 |
| Wallington Asset Management Llc | Investment advisory (participants) | $9,302 |
| Phillips Financial Management | Investment advisory (participants) | $8,499 |
| Creative Planning Llc | Investment advisory (participants) | $8,288 |
| Teeple Wealth Management Llc | Investment advisory (participants) | $8,186 |
| Precedent Financial Strategies | Investment advisory (participants) | $7,220 |
| Qdro Consultants Company, Llc | Other fees | $7,200 |
| Bedel Financial Consulting Inc | Investment advisory (participants) | $6,906 |
| Envestnet Asset Management Inc | Investment advisory (participants) | $6,441 |
| Fisher Investments | Investment advisory (participants) | $6,237 |
| Comprehensive Financial | Investment advisory (participants) | $6,188 |
| Donaldson Capital Management | Investment advisory (participants) | $5,864 |
| Hurlow Wealth Mgmt Group Inc. | Investment advisory (participants) | $5,109 |