AUMdb

Zion Compassion Care, Llc 401(k) Plan

Sponsored by Zion Compassion Care, Llc · EIN 800464728 · Plan #001

Total assets
$521K
Net assets
$521K
Active participants
56
With balances
126

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
Edward D. Jones & Co., L.P. CRD 250 fuzzy_auto · 97% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Edward D. Jones & Co., L.P. Investment advisory (participants) $0
John Hancock Life Insurance Company Recordkeeping $0
Wilshire Associates Inc(usa) Investment advisory (participants) $0