AUMdb

Procare Software Llc 401(k) Plan

Sponsored by Procare Software Llc · EIN 931098604 · Plan #002

Total assets
$0
Net assets
$0
Active participants
0
With balances
0

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
Creative Planning, Llc CRD 105348 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Creative Planning, Llc Investment advisory (plan), Consulting fees $29,299
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $9,280