Healthcare Appraisers, Inc. Profit Sharing Plan (F.K.A. Healthcare Appraisers, Inc. Esop)
Sponsored by Healthcare Appraisers, Inc. · EIN 364343782 · Plan #002
- Total assets
- $4.2M
- Net assets
- $4.2M
- Active participants
- 80
- With balances
- 133
Plan year beginning 01/01/2024 · Stock bonus
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Acumen Advisory Services, Llc | Investment advisory (plan) | $17,500 |
| Chartwell Financial Advisory, Inc. | Valuation | $10,000 |
| Ecp Accounting, Inc | Accounting | $8,000 |
| Blue Ridge Esop Associates | Recordkeeping fees | $6,168 |