AUMdb

Big Bend Hospice Retirement Plan

Sponsored by Big Bend Hospice, Inc. · EIN 592328806 · Plan #002

Total assets
$11.6M
Net assets
$11.6M
Active participants
228
With balances
209

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Independent Advisor Alliance, Llc CRD 168267 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Independent Advisor Alliance Investment advisory (plan) $28,667
Empower Annuity Insurance Company Recordkeeping fees $18,477
Retirement Solutions Specialists Contract administrator $6,843