The Presbyterian Home At Charlotte, Inc. 401(k) Plan
Sponsored by The Presbyterian Home At Charlotte Inc. · EIN 566064186 · Plan #001
- Total assets
- $6.8M
- Net assets
- $6.8M
- Active participants
- 153
- With balances
- 196
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 |
|---|---|---|
| Quantitative Process, Llc CRD 165699 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Quantitative Process, Inc. | Investment advisory (participants), Investment advisory (plan), Investment management | $22,587 |
| The Vanguard Group, Inc. | Recordkeeping, Participant communication, Direct payment from the plan | $20,305 |
| Blue Sky 401 K Specialists, Inc. | Contract administrator | $2,450 |