AUMdb

Accord Health Service, Inc. 401(k) Plan

Sponsored by Accord Health Service, Inc. · EIN 232172139 · Plan #001

Total assets
$0
Net assets
$0
Active participants
0
With balances
0

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
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Admin. Group, Llc Dba Tag Resources Recordkeeping, Participant loan processing, Recordkeeping fees $17,936
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $10,542
Raymond James And Associates Investment advisory (plan) $4,098
Transamerica Trust Company Trustee (institutional) $83