AUMdb

Neighborly Care Network Retirement Plan

Sponsored by Neighborly Care Network Inc. · EIN 591218100 · Plan #001

Total assets
$2.6M
Net assets
$2.6M
Active participants
105
With balances
113

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

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
Raymond James Fin Services Advisor Investment advisory (participants), Investment advisory (plan), Investment management $8,872
American United Life Insurance Co Recordkeeping, Participant loan processing, Participant communication $1,611