Affordable Care, Llc Multiple Employer 401 K Plan
Sponsored by Affordable Care, Llc · EIN 561505559 · Plan #001
- Total assets
- $235M
- Net assets
- $235M
- Active participants
- 2,067
- With balances
- 3,242
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Trustee (directed) | $339,968 |
| Capfinancial Partners Llc | Investment advisory (plan) | $91,261 |
| Balance & Strategy | Other fees | $25,000 |