Resource Care 401(k) Plan
Sponsored by Resource Care · EIN 752541970 · Plan #002 · Albany, TX
- Total assets
- $3.1M
- Net assets
- $3.1M
- Active participants
- 117
- With balances
- 99
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | fuzzy_auto · 98% | 2024 |
| Strategic Wealth Management, Llc CRD 171908 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lplfinancial Llc | Investment advisory (plan), Investment management, Investment management fees (direct) | $89,963 |
| Pcs Retirement Llc | Recordkeeping fees, Recordkeeping, Valuation | $52,170 |
| Admin316 | Investment advisory (plan) | $0 |
| Strategic Wealth Management | Investment advisory (plan) | $0 |
| Benefitexcel Llc | Investment advisory (plan) | $0 |
| Park Fowler & Co., Pllc | Accounting | $0 |