Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| HEALTHWISE INCORPORATED 401(K) PLAN | HEALTHWISE INCORPORATED, ID | $47M | 8 |
| ESI HOLDINGS, INC. 401(K) PLAN | ESI HOLDINGS, INC., ID | $47M | 1,112 |
| ENGINEERED STRUCTURES, INC. 401(K) PLAN | ENGINEERED STRUCTURES, INC., ID | $36M | 922 |
| MDA HEALTH PLAN | BOARD OF TRUSTEES OF THE MDA HEALTH PLAN, MI | $28M | 1,915 |
| KELLER ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN | KELLER ASSOCIATES, INC., ID | $21M | 213 |
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