AUMdb

A Place For Mom, Inc. 401(k) Plan

Sponsored by A Place For Mom, Inc. · EIN 912069153 · Plan #001

Total assets
$50.7M
Net assets
$50.7M
Active participants
915
With balances
1,366

Plan year beginning 01/01/2024 · 401(k)

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
Randall & Hurley Inc Recordkeeping, Participant loan processing, Recordkeeping fees $132,396
Charles Schwab Bank Custodial (securities), Direct payment from the plan $25,772