AUMdb

Partners Pension Plan

Sponsored by The Hospice And Palliative Care Group, Inc. Dba The Homecare Partners · EIN 562298553 · Plan #001

Total assets
$1.8M
Net assets
$1.8M
Active participants
183
With balances
233

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).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Cpi Qualified Plan Consultants, Inc Recordkeeping, Participant communication, Direct payment from the plan $10,540
Actuarial Consulting Services, Inc. Contract administrator $1,520
Envest Retirement Solutions Investment advisory (plan) $285
Matrix Trust Company Trustee (institutional) $0