AUMdb

Affinity Hospice Holdings, Llc 401(k) Plan

Sponsored by Affinity Hospice Holdings, Llc · EIN 832153189 · Plan #001

Total assets
$4.0M
Net assets
$4.0M
Active participants
462
With balances
243

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
Newsquare Capital, Llc CRD 152430 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Professional Capital Services, Llc Contract administrator, Recordkeeping, Consulting (general) $31,063
Newsquare Capital, Llc Investment management, Direct payment from the plan $9,094