Promontory Healthcare Companies, Llc 401(k) Plan
Sponsored by Promontory Healthcare Companies, Llc · EIN 452397858 · Plan #001
- Total assets
- $5.8M
- Net assets
- $5.8M
- Active participants
- 543
- With balances
- 278
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Financial Network | Investment advisory (participants) | $16,158 |
| John Hancock Life Insurance C | Recordkeeping | $1,600 |
| Wilshire Associates Inc(usa) | Investment advisory (participants) | $1,047 |