The Promptcare Companies, Inc. 401(k) Plan
Sponsored by The Promptcare Companies, Inc. · EIN 222773861 · Plan #002
- Total assets
- $30.3M
- Net assets
- $30.3M
- Active participants
- 869
- With balances
- 845
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $80,768 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $79,174 |
| The Mandmarblestone Group Llc | Contract administrator, Direct payment from the plan, Other services | $21,418 |