AUMdb

Complete Care 401(k) Plan

Sponsored by Complete Care Llc · EIN 822141949 · Plan #001

Total assets
$49.6M
Net assets
$49.6M
Active participants
8,879
With balances
5,812

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $376,205
Merrill Lynch Pierce Fenner & Smith Investment management fees (indirect), Shareholder servicing fees, Sub-transfer agency fees $77,202
Adp Broker Dealer Other services, Other fees $0