AUMdb

Foursquare Healthcare 401(k) Retirement Plan

Sponsored by Foursquare Healthcare Ltd. · EIN 264219383 · Plan #001

Total assets
$12.1M
Net assets
$12.1M
Active participants
1,025
With balances
298

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $35,480
Hm&M Group, Llc Accounting $14,000
Global Retirement Partners Llc Investment advisory (plan) $10,000