Lifecare Alliance 403(b) Retirement Plan
Sponsored by Lifecare Alliance · EIN 314379494 · Plan #003
- Total assets
- $5.3M
- Net assets
- $5.3M
- Active participants
- 276
- With balances
- 232
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Everhart Financial Group Inc CRD 107091 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Everhart Financial Group | Investment advisory (plan), Direct payment from the plan | $17,063 |