AUMdb

Pointe Group Care 401(k) Plan

Sponsored by Pointe Group Care, Llc · EIN 811715745 · Plan #002

Total assets
$23.6M
Net assets
$23.6M
Active participants
1,246
With balances
592

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
Park Avenue Securities Llc CRD 46173 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Park Avenue Securities Llc Investment advisory (participants) $315,000
John Hancock Life Insurance Company Investment advisory (participants), Investment management, Shareholder servicing fees $7,022