Form 5500 Search

PRECEDENT FINANCIAL STRATEGIES

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
2
Active participants
78,560
Total plan assets
$8.4B
Filings (rows)
2
Direct comp
$13K
Indirect comp
$0

SERVICES PROVIDED

Other2

Top plans served

All 2 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
INDIANA UNIVERSITY HEALTH INC.
IU HEALTH 401(K) SAVINGS PLAN
INDIANAPOLIS, IN
Other
NONE
40,158$4.5B$7K
INDIANA UNIVERSITY HEALTH INC.
IU HEALTH 401(K) SAVINGS PLAN
INDIANAPOLIS, IN
Other
NONE
38,402$3.9B$6K
PRECEDENT FINANCIAL STRATEGIES — Form 5500 Service Provider Profile | Form 5500 Search