Care Plus Nj, Inc. Union Plan
Sponsored by Care Plus Nj, Inc. · EIN 222181654 · Plan #002
- Total assets
- $3.9M
- Net assets
- $3.9M
- Active participants
- 382
- With balances
- 179
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $23,412 |
| Hudson Heritage Capital Mgmt | Other services, Other fees | $0 |
| Wilshire Associates Incorporated | Investment advisory (plan), Other investment fees and expenses | $0 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |