Element Care, Inc. 403(b) Plan
Sponsored by Element Care, Inc. · EIN 043267751 · Plan #001
- Total assets
- $24.7M
- Net assets
- $24.7M
- Active participants
- 339
- With balances
- 335
Plan year beginning 07/01/2024 · 401(m) arrangement, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sentinel Pension Advisors, Llc CRD 109901 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sentinel Pension Advisors | Investment advisory (plan), Direct payment from the plan | $37,142 |
| Sentinel Benefits Group, Llc | Recordkeeping, Direct payment from the plan | $35,184 |
| Charles Schwab Trust Bank | Custodial (securities), Direct payment from the plan | $8,022 |