AUMdb

Islands Hospice, Inc. 401(k) Plan

Sponsored by Islands Hospice, Inc. · EIN 264659430 · Plan #002

Total assets
$4.5M
Net assets
$4.5M
Active participants
197
With balances
194

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
Capital Research And Management Company CRD 110885 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Usi Consulting Group, Inc Contract administrator $6,983
Capital Group Retirement Plan Servi Float revenue, Recordkeeping fees $625
Capital Research And Management Co Investment management, Soft dollars commissions, Recordkeeping $0
Capital Bank And Trust Float revenue, Custodial (other) $0
Morgan Stanley Insurance Services Investment advisory (participants), Investment advisory (plan) $0