Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
401k
Fully Insured - MOTIVHEALTH
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COMPAX 401(K) PLAN | 401k | $5.7M | 76 | 2025 | |
| 002 | COMPAX 401(K) PROFIT SHARING PLAN | 401k | $152K | 53 | 2025 |