AUMdb

Affordable Home Health Care 401(k) Profit Sharing Plan & Trust

Sponsored by Affordable Home Health Care Llc · EIN 204300403 · Plan #001

Total assets
$9.7M
Net assets
$9.7M
Active participants
412
With balances
204

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Global Retirement Partners Llc Investment advisory (plan) $39,093
Capital Group Retirement Plan Servi Recordkeeping fees $14,513