AUMdb

Villa Health Care Profit Sharing Plan

Sponsored by Villa Health Care, Inc. · EIN 371215144 · Plan #001

Total assets
$564K
Net assets
$564K
Active participants
108
With balances
147

Plan year beginning 01/01/2024 · Profit-sharing

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Buckingham Strategic Partners Investment advisory (plan), Direct payment from the plan $5,534
Charles Schwab & Co, Inc. Securities brokerage, Direct payment from the plan, Investment management fees (direct) $100