American Health Care Association 401 K And Discretionary Defined Contribution Plan
Sponsored by American Health Care Association · EIN 530260105 · Plan #004
- Total assets
- $39.3M
- Net assets
- $39.3M
- Active participants
- 105
- 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 |
|---|---|---|
| Cerity Partners Llc CRD 151559 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services, Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $66,471 |
| Cerity Partners | Investment management, Investment management fees (direct) | $27,040 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |