Care Management, Inc. 401(k) Plan
Sponsored by Care Management, Inc · EIN 113117425 · Plan #001
- Total assets
- $21.8M
- Net assets
- $21.8M
- Active participants
- 704
- With balances
- 326
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 |
|---|---|---|
| Merrill Lynch Life Agency, Inc. | Consulting (general), Investment advisory (plan), Insurance brokerage commissions | $58,813 |
| Transamerica Financial Life Insuran | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $58,007 |