Caldwell Hospice And Palliative Care, Inc. Retirement Plan
Sponsored by Caldwell Hospice And Palliative Care, Inc. · EIN 561338470 · Plan #001
- Total assets
- $10.6M
- Net assets
- $10.6M
- Active participants
- 252
- With balances
- 298
Plan year beginning 01/01/2024 · Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Ins Co | Contract administrator, Participant loan processing, Direct payment from the plan | $28,237 |
| Global Retirement Partners Llc | Investment advisory (plan), Direct payment from the plan | $26,378 |
| Wellth Advisory Services Llc | Investment advisory (plan), Direct payment from the plan | $21,128 |