Moab Valley Healthcare, Inc. Retirement Plan
Sponsored by Moab Valley Healthcare, Inc. · EIN 870543342 · Plan #002
- Total assets
- $24.9M
- Net assets
- $24.9M
- Active participants
- 311
- With balances
- 405
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Soltis Investment Advisors, Llc CRD 154690 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Soltis Investment Advisors, Inc. | Investment advisory (plan), Direct payment from the plan, Other investment fees and expenses | $54,851 |
| Newport Group, Inc. | Claims processing, Recordkeeping, Participant loan processing | $42,342 |
| Newport Trust Company | Trustee (individual), Trustee (directed), Trustee (institutional) | $9,291 |