AUMdb

Kings Harbor Multicare Center Local 144/1199 Union Plan

Sponsored by Bronx Harbor Health Care Complex, Inc. Dba Kings Harbor Multicare Cent · EIN 133772916 · Plan #005

Total assets
$5.9M
Net assets
$5.9M
Active participants
502
With balances
209

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Lpl Financial Investment advisory (plan) $11,486
Caron & Bletzer, Pllc Accounting $10,400
Empower Advisory Group, Llc Investment management $3,601
Empower Life & Annuity Insurance Co Recordkeeping fees $1,803