Hospice Of Southern Maine Retirement Savings Plan
Sponsored by Hospice Of Southern Maine · EIN 010540180 · Plan #001
- Total assets
- $8.4M
- Net assets
- $8.4M
- Active participants
- 144
- With balances
- 123
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Valmark Advisers Inc CRD 108050 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $25,809 |
| Valmark Advisers Inc | Investment advisory (plan), Other fees | $19,531 |
| Empower Advisory Group, Llc | Investment management | $9,970 |
| Downeast Pension Services Inc | Contract administrator | $500 |