AUMdb

Southwest Care Center 401(k) Profit Sharing Plan

Sponsored by Southwest Care Center · EIN 850397444 · Plan #001

Total assets
$7.1M
Net assets
$7.1M
Active participants
134
With balances
122

Plan year beginning 01/01/2024 · 401(k)

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
Dubuque Bank & Trust Recordkeeping, Trustee (institutional), Trustee (discretionary) $17,582
July Business Services Llc Contract administrator $8,035