Juniper Health Retirement Plan
Sponsored by Juniper Health, Inc. · EIN 043779582 · Plan #001
- Total assets
- $5.6M
- Net assets
- $5.6M
- Active participants
- 163
- With balances
- 184
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 |
|---|---|---|
| Mml Investors Services, Llc CRD 10409 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | $29,141 | |
| Retirement Management Services | Contract administrator | $9,761 |
| Nationwide Life Insurance Company | Recordkeeping | $5,734 |
| Iron Financial | $2,144 | |
| Nationwide | $1,873 | |
| Proaccount | Investment advisory (participants) | $923 |
| Mml Investors Services, Llc | Investment advisory (plan) | $0 |