AUMdb

Safe Harbor 401(k) Profit Sharing Plan For Employees Of Settlement Health & Medical Services, Inc.

Sponsored by Settlement Health & Medical Services, Inc. · EIN 132957943 · Plan #002

Total assets
$9.5M
Net assets
$9.5M
Active participants
113
With balances
180

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
Mutual Of America Investment Corp. Claims processing, Recordkeeping, Participant loan processing $1,465