Comprehensive Senior Care Corp. 403 B Plan
Sponsored by Comprehensive Senior Care Corporation · EIN 010866698 · Plan #001
- Total assets
- $6.2M
- Net assets
- $6.2M
- Active participants
- 373
- With balances
- 201
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 2024 |
| Mercer Global Advisors Inc. CRD 147363 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D Jones And Co | Investment advisory (participants), Investment advisory (plan), Investment management | $14,681 |
| American United Life Insurance Co | Investment advisory (participants), Investment advisory (plan), Investment management | $7,722 |
| Mercer Global Advisors Inc | Investment advisory (participants), Investment advisory (plan), Investment management | $7,077 |
| American United Life Insurance Co | Recordkeeping, Participant communication, Direct payment from the plan | $795 |