403(b) Thrift Plan Of Kanawha Hospice Care, Inc.
Sponsored by Kanawha Hospice Care, Inc. · EIN 341337316 · Plan #003
- Total assets
- $19.4M
- Net assets
- $19.4M
- Active participants
- 243
- With balances
- 354
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Axxcess Wealth Management, Llc CRD 164081 | deterministic · 100% | 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 |
|---|---|---|
| Axxcess Wealth Management, Llc | Investment advisory (plan) | $34,000 |
| Envestnet Retirement Solutions, Llc | Other fees | $9,241 |
| Jackson Kelly Pllc | Contract administrator | $8,231 |
| Empower Advisory Group, Llc | Investment management | $1,469 |
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $26 |