AUMdb

Retirement Plan For The Center For Hospice And Palliative Care, Inc.

Sponsored by The Center For Hospice And Palliative Care, Inc. · EIN 310952866 · Plan #001

Total assets
$6.8M
Net assets
$6.8M
Active participants
271
With balances
168

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

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
Principal Life Insurance Company Investment management, Trustee (directed), Shareholder servicing fees $0
Royal Alliance Associates, Inc. Investment advisory (plan), Other fees $0
Ascensus Contract administrator, Direct payment from the plan, Other services $0
Wilshire Associates Incorporated Investment advisory (plan), Other investment fees and expenses $0
Axa Equitable Life Insurance Co Trustee (directed), Investment management, Shareholder servicing fees $0