Chemed/Roto Rooter Savings & Retirement Plan
Sponsored by Chemed Corporation · EIN 310791746 · Plan #104
- Total assets
- $371M
- Net assets
- $371M
- Active participants
- 3,782
- With balances
- 4,462
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | Recordkeeping, Investment management fees (indirect), Shareholder servicing fees | $126,293 |
| Morgan Stanley Global Banking Opera | Consulting fees | $30,000 |
| Clark Schaefer Hackett | Accounting, Consulting fees | $25,000 |
| Morgan Stanley | Consulting fees | $10,000 |