AUMdb

Hcs 403(b) Retirement Plan

Sponsored by Home Healthcare, Hospice And Community Services · EIN 020464932 · Plan #001

Total assets
$10.0M
Net assets
$10.0M
Active participants
186
With balances
222

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Osaic Wealth, Inc. CRD 23131 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Osaic Wealth Inc Investment advisory (plan) $25,000
Empower Annuity Ins Co Of America Recordkeeping fees $12,201
The Angell Pension Group, Inc. Contract administrator $8,500