Addison County Home Health & Hospice Retirement Savings Plan
Sponsored by Addison County Home Health & Hospice, Inc. · EIN 237032401 · Plan #001
- Total assets
- $7.1M
- Net assets
- $7.1M
- Active participants
- 76
- With balances
- 87
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 |
|---|---|---|
| Cetera Investment Advisers Llc CRD 105644 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $12,367 |
| Cetera Investment Advisers Llc | Investment advisory (plan) | $11,106 |