Multicare Health System 403(b) Employee Savings Plan
Sponsored by Multicare Health System · EIN 911352172 · Plan #003
- Total assets
- $1.2B
- Net assets
- $1.2B
- Active participants
- 16,756
- With balances
- 18,211
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Absolute Capital Management, Llc CRD 121484 | fuzzy_auto · 98% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping, Participant loan processing, Direct payment from the plan | $1,140,725 |
| Empower Advisory Group, Llc | Investment advisory (participants), Direct payment from the plan | $445,208 |
| Financial Engines Advisors Llc | Other fees | $9,877 |
| Cambridge Investment Research | Other fees | $8,619 |
| Absolute Capital Managment Llc | Investment advisory (participants) | $7,476 |
| Hohimer Wealth Management Llc | Other fees | $4,257 |
| Vestia Advisors Llc | Other fees | $3,633 |
| Charles Schwab & Co., Inc. | Investment advisory (participants), Direct payment from the plan, Shareholder servicing fees | $2,421 |
| Driven Investments Llc | Other fees | $613 |