603 Healthcare 401(k) Plan
Sponsored by 603 Healthcare Llc · EIN 991615650 · Plan #001
- Total assets
- $490K
- Net assets
- $490K
- Active participants
- 471
- With balances
- 447
Plan year beginning 02/28/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Park Avenue Securities Llc CRD 46173 | deterministic · 100% | 2024 |
| Rpa Financial, Llc CRD 294105 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Futureplan Fiduciary Services, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $6,560 |
| Transamerica Retirement Solutions, | Recordkeeping, Float revenue, Participant loan processing | $2,882 |
| Park Avenue Securities | Investment advisory (plan) | $231 |
| Rpa Financial Llc | Investment advisory (plan) | $23 |
| Transamerica Trust Company | Trustee (institutional) | $13 |