Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HEALTHCARE STRATEGIES, INC.
EIN 23-2848954hospital & health careLatest filing 2024
Plans
2
Retirement
2
$8.6M assets
Welfare
0
Participants
83
3031 B. WALTON ROAD - PLYMOUTH MEETING, PA 19462610-941-9400hcs-ins.comLinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.6M assets / 83 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
HEALTHCARE STRATEGIES, INC. 401(K) PLAN
401k
Assets$6.3M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
HEALTHCARE STRATEGIES, INC. CBU 401(K) PLAN
401k
Assets$2.3M
Participants68
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HEALTHCARE STRATEGIES, INC. 401(K) PLAN | 401k | $6.3M | 15 | 2024 | |
| 001 | HEALTHCARE STRATEGIES, INC. CBU 401(K) PLAN | 401k | $2.3M | 68 | 2024 |
Retirement plans