AUMdb

Capital Health Services, Inc. Savings Plan & Trust

Sponsored by Capital Health Services, Inc. · EIN 201292646 · Plan #001

Total assets
$8.8M
Net assets
$8.8M
Active participants
538
With balances
383

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Ins Co. Of America Recordkeeping fees $56,087
Empower Advisory Group, Llc Investment management $25,647
Benefit Plans Plus, Llc Contract administrator $25,294
Leafhouse Financial Advisors, Llc Investment advisory (plan) $4,107