Ageless Living Home Health, Llc 401(k) Profit Sharing Plan
Sponsored by Ageless Living Home Health, Llc · EIN 273020920 · Plan #002
- Total assets
- $1.3M
- Net assets
- $1.3M
- Active participants
- 851
- With balances
- 118
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pierce Firm Pllc | Accounting | $31,500 |
| Definiti Llc | Contract administrator | $12,380 |
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $3,889 |
| Empower Advisory Group Llc | Investment management | $911 |
| Empower Annuity Insurance Co. Of Am | Recordkeeping fees | $834 |