Health First Retirement Savings Plan
Sponsored by Health First Shared Services, Inc. · EIN 593336894 · Plan #005
- Total assets
- $903M
- Net assets
- $903M
- Active participants
- 9,278
- With balances
- 10,339
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 |
|---|---|---|
| Savant Capital, Llc CRD 107271 | 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 | $793,982 |
| Savant Capital Llc | Investment advisory (participants), Investment management | $70,317 |
| Investment Research & Adv. Grp., In | Investment advisory (participants), Investment management | $35,000 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (directed), Shareholder servicing fees | $1,166 |
| Charles Schwab & Co., Inc. | Custodial (securities), Trustee (directed), Shareholder servicing fees | $135 |