Hospice Of The Valley 401(k) Plan & Trust Agreement (Amended And Restated)
Sponsored by Hospice Of The Valley · EIN 860338886 · Plan #003
- Total assets
- $130M
- Net assets
- $130M
- Active participants
- 1,838
- With balances
- 2,044
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $176,530 |
| Capfinancial Partners Llc | Investment management, Direct payment from the plan | $34,738 |