Community Based Care 401(k) Plan
Sponsored by Community Based Care, Llc · EIN 474471803 · Plan #001
- Total assets
- $2.7M
- Net assets
- $2.7M
- Active participants
- 6,367
- With balances
- 247
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 |
|---|---|---|
| Comperio Retirement Consulting, Inc. CRD 140786 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping, Recordkeeping fees, Participant loan processing | $20,173 |
| Comperio Retirement Consult | Investment advisory (participants), Investment advisory (plan), Investment management | $9,000 |