Carepoint Health, Llc 401(k) Profit Sharing Plan
Sponsored by Carepoint Health, Llc · EIN 831024601 · Plan #002
- Total assets
- $372M
- Net assets
- $372M
- Active participants
- 832
- With balances
- 915
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 |
|---|---|---|
| Physician Wealth Advisors, Inc. CRD 106043 | deterministic · 100% | 2024 |
| Cherry Creek Investment Advisors Inc CRD 107426 | fuzzy_auto · 97% | 2024 |
| Wealth Enhancement Advisory Services, Llc CRD 116407 | fuzzy_auto · 96% | 2024 |
| Prestige Wealthwide, Llc CRD 321789 | deterministic · 100% | 2024 |
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Physician Wealth Advisors Inc | Investment advisory (participants), Investment advisory (plan), Investment management | $120,186 |
| Nwps | Contract administrator, Recordkeeping, Consulting (general) | $89,354 |
| Cerdrus Llc | Investment advisory (participants), Investment management, Direct payment from the plan | $63,061 |
| Cherry Creek Investment Adv | Investment advisory (participants), Investment management, Direct payment from the plan | $26,859 |
| Charles Schwab Trust Bank | Custodial (securities), Direct payment from the plan | $22,627 |
| Morningstar Investment Service | Investment advisory (participants), Investment management, Direct payment from the plan | $22,254 |
| Wealth Enhancemnet Advisory Se | Investment advisory (participants), Investment management, Direct payment from the plan | $21,982 |
| Prestige Wealthwide Llc | Investment advisory (participants), Investment management, Direct payment from the plan | $15,545 |
| Wealthsource Partners Llc | Investment advisory (participants), Investment management, Direct payment from the plan | $12,918 |
| Onedigital Investment Advisors | Investment advisory (participants), Investment management, Direct payment from the plan | $12,495 |
| Pj Roland | Investment advisory (participants), Investment management, Direct payment from the plan | $7,548 |
| Charles Schwab & Co, Inc. | Custodial (securities), Direct payment from the plan | $6,737 |