AUMdb

Eldercare Of Minnesota Employees Retirement Plan

Sponsored by Eldercare Of Minnesota, Inc. · EIN 203549819 · Plan #001

Total assets
$4.3M
Net assets
$4.3M
Active participants
249
With balances
258

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
Edward D. Jones & Co., L.P. CRD 250 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Edward Jones Investment advisory (participants) $10,267
John Hancock Life Insurance Company Recordkeeping, Investment management, Shareholder servicing fees $2,458
Wilshire Associates Investment advisory (participants) $821