AUMdb

Infinite Care Group Facilities South 401(k) Plan

Sponsored by Hawthorne Ocala Operations Llc · EIN 861723436 · Plan #001

Total assets
$4.2M
Net assets
$4.2M
Active participants
2,418
With balances
271

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $27,009
Merrill Lynch Pierce Fenner & Smith Consulting (pension), Investment advisory (plan), Direct payment from the plan $14,336
Intac Actuarial Services Inc. Contract administrator, Direct payment from the plan, Other services $4,851