Pha, Llc 401(k) Profit Sharing Plan
Sponsored by Premier Health Associates, Llc · EIN 223346995 · Plan #002
- Total assets
- $30.3M
- Net assets
- $30.3M
- Active participants
- 158
- With balances
- 212
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 |
|---|---|---|
| Ascensus Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $17,572 |
| Nppg | Recordkeeping, Other commissions | $13,393 |
| Nisivoccia, Llp | Accounting | $12,006 |
| Stifel Nicolaus & Co., Inc. | Investment advisory (plan) | $9,159 |