AUMdb

One Senior Care, Inc. 401(k) Plan

Sponsored by One Senior Care, Inc. · EIN 872089475 · Plan #003

Total assets
$4.9M
Net assets
$4.9M
Active participants
401
With balances
180

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
Hbk Sorce Advisory Llc CRD 112139 deterministic · 100% 2024
The Vanguard Group, Inc. CRD 105958 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Hbk Sorce Advisory Investment advisory (plan) $22,219
The Vanguard Group Inc. Recordkeeping, Investment management, Sub-transfer agency fees $18,736