First Call 401 K Plan
Sponsored by First Call Home Health, Llc · EIN 753085499 · Plan #001
- Total assets
- $4.9M
- Net assets
- $4.9M
- Active participants
- 141
- With balances
- 136
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 |
|---|---|---|
| True Private Wealth Advisors, Llc CRD 164947 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $32,912 |
| Berry Dunn Mcneil & Park | Accounting, Direct payment from the plan | $22,619 |
| True Private Wealth Advisors | Investment advisory (plan), Direct payment from the plan | $22,203 |
| Professional Benefit Services | Accounting, Direct payment from the plan, Other services | $8,443 |