Institute For Healthcare Improvement 401(k) Profit Sharing Plan
Sponsored by Institute For Healthcare Improvement · EIN 383017223 · Plan #001
- Total assets
- $30.7M
- Net assets
- $30.7M
- Active participants
- 170
- With balances
- 269
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | 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 | $35,345 |
| Lpl Financial Llc | Investment advisory (plan) | $28,557 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $6,720 |