All Heart Home Care Agency, Inc. 401(k) Plan
Sponsored by All Heart Home Care Agency, Inc. · EIN 460849637 · Plan #001
- Total assets
- $2.4M
- Net assets
- $2.4M
- Active participants
- 1,153
- With balances
- 210
Plan year beginning 01/01/2024 · Profit-sharing, Default investment account (QDIA), ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Participant loan processing | $28,994 |
| Orenda Retirement Llc | Contract administrator, Other fees, Direct payment from the plan | $16,795 |
| Northwestern Mutual Investment Serv | Other services, Other commissions | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |