AUMdb

Advantage Home Care, Inc. 401(k) Profit Sharing Plan

Sponsored by Advantage Home Care, Inc. · EIN 200603118 · Plan #001

Total assets
$3.8M
Net assets
$3.8M
Active participants
205
With balances
269

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024
Osaic Wealth, Inc. CRD 23131 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Osaic Wealth, Inc. Investment advisory (plan) $17,107
Empower Annuity Insurance Company O Recordkeeping fees $11,447
Henderson Hutcherson & Mccullough P Other fees $2,841
Empower Advisory Group, Llc Investment management $2,305