AUMdb

Swope Health Services Retirement Plan

Sponsored by Swope Health Services · EIN 430957840 · Plan #001

Total assets
$31.5M
Net assets
$31.5M
Active participants
572
With balances
718

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
Resources Investment Advisors, Inc. Investment management $103,246
Great West Life & Annuity Company Recordkeeping fees $46,710
Onedigital Investment Advisors Contract administrator $0