Caring Places Management 401(k) Profit Sharing Plan And Trust
Sponsored by Caring Places Management · EIN 261434249 · Plan #001
- Total assets
- $5.5M
- Net assets
- $5.5M
- Active participants
- 644
- With balances
- 885
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $32,204 |
| Foster & Wood Inc Dba Foster & Wood | Investment advisory (plan) | $12,099 |
| Jason E Underwood Cpa Llc | Accounting | $7,500 |
| Empower Advisory Group, Llc | Investment management | $1,360 |