Satellite Healthcare, Inc. 403(b) Retirement Plan
Sponsored by Satellite Healthcare, Inc. · EIN 237290564 · Plan #001
- Total assets
- $230M
- Net assets
- $230M
- Active participants
- 2,032
- With balances
- 3,013
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $243,460 |
| Ubs Financial Services Inc | Investment advisory (plan) | $106,164 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $64,487 |