AUMdb

Clove Lakes Health Care And Rehabilitation Center, Inc. 401(k) Plan

Sponsored by Clove Lakes Health Care And Rehabilitation Center, Inc. · EIN 133954527 · Plan #002

Total assets
$8.1M
Net assets
$8.1M
Active participants
274
With balances
109

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Empower Life & Annuity Insurance Recordkeeping fees $27,262
Merrill Lynch Pierce Fenner & Smith Investment advisory (plan) $22,551
Red Bank Pension Services Other fees $2,450
Intac Actuarial Services Contract administrator $2,316