AUMdb

Advent Home Medical 401(k) Profit Sharing Plan & Trust

Sponsored by Advent Home Medical · EIN 201137393 · Plan #001

Total assets
$6.1M
Net assets
$6.1M
Active participants
204
With balances
294

Plan year beginning 01/01/2024 · 401(k)

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
Levelized Compensation Advisor Investment advisory (plan) $25,362
Paychex, Inc. Contract administrator, Recordkeeping $19,545