AUMdb

Easy Street 401(k) Retirement Plan

Sponsored by Tri County Community Health Council, Inc. Dba Commwell Health · EIN 581319204 · Plan #001

Total assets
$7.7M
Net assets
$7.7M
Active participants
257
With balances
228

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Nationwide Investment management, Shareholder servicing fees $21,142
Proaccount Investment advisory (participants) $3,126
Nationwide Retirement Plans Investment management, Shareholder servicing fees $1,125
Lpl Financial Llc Investment advisory (participants), Shareholder servicing fees $0