Heritage Valley Health System 401(k) Plan
Sponsored by Heritage Valley Health System · EIN 251441518 · Plan #007
- Total assets
- $142M
- Net assets
- $142M
- Active participants
- 1,368
- With balances
- 1,120
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 |
|---|---|---|
| Retirement Resources Investment Corporation CRD 47723 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Other fees, Participant loan processing, Recordkeeping fees | $88,125 |
| Retirement Resources Investment Gro | Investment advisory (plan), Direct payment from the plan | $30,000 |