Affiliated Healthcare Systems Retirement Partnership 401(k) Plan
Sponsored by Affiliated Healthcare Systems · EIN 010385322 · Plan #002
- Total assets
- $32.3M
- Net assets
- $32.3M
- Active participants
- 331
- With balances
- 507
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $8,283 |
| Fidelity Investments Inst Oper Co. | Participant loan processing, Recordkeeping fees, Account maintenance fees | $4,409 |