Bluestem Health 401(k) Plan
Sponsored by Bluestem Health · EIN 412056863 · Plan #001
- Total assets
- $6.2M
- Net assets
- $6.2M
- Active participants
- 182
- With balances
- 145
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
| Capital Group Private Client Services, Inc. CRD 312837 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mma Securities Llc | Investment advisory (participants), Consulting (pension), Investment advisory (plan) | $15,694 |
| Dwc The 401(k) Experts | Accounting, Actuarial, Consulting (pension) | $4,781 |
| Capital Group Ret Plan Services | Recordkeeping, Distribution (12b-1) fees, Investment management | $4,670 |