AUMdb

Avamere Health Services 401(k) Plan

Sponsored by Avamere Health Services, Llc · EIN 208027608 · Plan #001

Total assets
$32.3M
Net assets
$32.3M
Active participants
8,933
With balances
1,397

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
Tpg Financial Advisors, Llc CRD 141153 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Ins. Co Recordkeeping fees $137,790
Phillips & Co Investment advisory (plan) $42,903
Tpg Financial Advisors Investment advisory (plan) $39,748
Professional Benefit Services Contract administrator $39,391