AUMdb

Corporate Care 401(k) Plan

Sponsored by Corporate Care Central Payroll Services, Llc · EIN 274016671 · Plan #001 · Houston, TX

Total assets
$8.9M
Net assets
$8.9M
Active participants
224
With balances
144

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $17,734
Kestra Investment Services Llc Investment advisory (plan) $12,768
Assuredpartners Capital Inc Investment advisory (plan) $7,022