AUMdb

Azara Healthcare 401 K Plan

Sponsored by Azara Healthcare, Llc. · EIN 452609523 · Plan #001

Total assets
$10.9M
Net assets
$10.9M
Active participants
166
With balances
173

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
Commonwealth Equity Services, Inc. Recordkeeping, Trustee (institutional), Other services $33,131
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $1,275
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0