Healthcare Financial Management Association Retirement And 401 K Plan
Sponsored by Healthcare Financial Management Association · EIN 362318336 · Plan #001
- Total assets
- $25.8M
- Net assets
- $25.8M
- Active participants
- 82
- With balances
- 115
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 |
|---|---|---|
| Sikich Capital Management Llc CRD 142640 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sikich Capital Management | Investment advisory (plan) | $32,729 |
| The Standard | Claims processing, Recordkeeping, Custodial (other) | $28,947 |
| Schwab | Custodial (securities) | $0 |