Care Partners Assisted Living Retirement Plan
Sponsored by Care Partners Assisted Living, Llc · EIN 391980255 · Plan #001 · Oshkosh, WI
- Total assets
- $1.9M
- Net assets
- $1.9M
- Active participants
- 217
- With balances
- 215
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 |
|---|---|---|
| Associated Trust Company, N.A. | Recordkeeping, Trustee (discretionary), Investment management | $9,197 |