Caresave Technologies Inc 401(k) Profit Sharing Plan & Trust
Sponsored by Caresave Technologies, Inc. · EIN 472416904 · Plan #001
- Total assets
- $11.2M
- Net assets
- $11.2M
- Active participants
- 3,141
- With balances
- 2,022
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $36,954 |
| Lpl Financial Llc | Investment advisory (plan) | $15,071 |