Aleracare 401(k) Plan
Sponsored by Aleracare Intermediate, Llc · EIN 882833688 · Plan #001
- Total assets
- $6.8M
- Net assets
- $6.8M
- Active participants
- 62
- With balances
- 142
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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 99% | 2024 |
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James & Associates Inc | Investment advisory (plan) | $18,284 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $7,875 |
| Ubs Financial Services Inc | Investment advisory (plan) | $7,547 |