Regional Hospice & Home Care 401(k) Profit Sharing Plan & Trust
Sponsored by Regional Hospice & Home Care Of Western Ct, Inc. Dba Regional Hospice · EIN 061178847 · Plan #001
- Total assets
- $6.5M
- Net assets
- $6.5M
- Active participants
- 137
- With balances
- 125
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| The Patriot Financial Group Insurance Agency, Llc CRD 172470 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $13,711 |
| The Patriot Financial Group | Investment advisory (plan) | $8,500 |
| Wells Thomas, Llc | Contract administrator | $5,748 |
| Empower Advisory Group, Llc | Investment management | $3,283 |
| Wt 3(16) Llc | Other fees | -$408 |