AUMdb

Link Homecare, Llc Retirement Plan And Trust

Sponsored by Link Homecare, Llc · EIN 821431413 · Plan #001

Total assets
$2.2M
Net assets
$2.2M
Active participants
3,919
With balances
4,013

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed

Linked investment advisers

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

Firm Match Plan year
Quint Capital Corporation CRD 26586 deterministic · 100% 2024
Cornerstone Investment Partners, Llc CRD 111753 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Gelman Pension Consulting, Inc. Recordkeeping, Consulting (pension), Investment advisory (participants) $24,201
Nationwide Life Insurance Company Trustee (institutional), Investment advisory (participants) $19,182
Iron Fiduciary Investment advisory (participants), Investment advisory (plan) $862
Proaccount Investment advisory (participants) $4
Quint Capital Corporation Investment advisory (participants), Investment advisory (plan) $0
Cornerstone Investments Investment advisory (participants), Investment advisory (plan) $0
Gelman Pension Consulting Investment advisory (participants), Investment advisory (plan) $0