AUMdb

Amerihealth Caritas 401(k) Plan

Sponsored by Amerihealth Caritas Services, Llc · EIN 455415725 · Plan #001

Total assets
$948M
Net assets
$948M
Active participants
9,598
With balances
11,262

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
The Vanguard Group, Inc. CRD 105958 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Vanguard Group Inc. Recordkeeping, Other fees, Participant loan processing $1,090,442
Mercer (Us) Inc Mercer Investments Consulting (general) $115,000
Empower Annuity Insurance Company Recordkeeping, Participant loan processing, Direct payment from the plan $41,262
Empower Advisory Group, Llc Investment management, Investment advisory (participants), Direct payment from the plan $435