AUMdb

Employee Benefit Plan Of Hospice Of The Chesapeake

Sponsored by Hospice Of The Chesapeake, Inc. · EIN 521181448 · Plan #002

Total assets
$15.4M
Net assets
$15.4M
Active participants
350
With balances
622

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
Rogers Wealth Group, Inc. CRD 107409 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Rogers Wealth Group Investment management, Named fiduciary, Investment management fees (direct) $90,652
Mutual Of America Investment Corp Claims processing, Recordkeeping, Participant loan processing $586