AUMdb

Pruitthealth, Inc. Employees 401(k) Plan And Hero Fund

Sponsored by Pruitthealth, Inc. · EIN 581295697 · Plan #003

Total assets
$267M
Net assets
$267M
Active participants
20,816
With balances
20,746

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
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Milliman, Inc. Recordkeeping, Consulting (pension), Copying and duplicating $1,094,842
Morgan Stanley Investment advisory (plan), Direct payment from the plan $122,787
Matrix Trust Company Custodial (securities), Trustee (directed), Direct payment from the plan $118,135