AUMdb

Central Florida Health Care, Inc. 401(k) Plan

Sponsored by Central Florida Health Care, Inc. · EIN 591404594 · Plan #003

Total assets
$10.8M
Net assets
$10.8M
Active participants
436
With balances
570

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
Chas. P. Smith & Associates, Pa, Cpa's CRD 104914 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Cps Investment Advisors Investment advisory (participants), Investment advisory (plan) $88,328
Pcs Financial Services Recordkeeping, Recordkeeping fees, Account maintenance fees $58,693