Multicare Health System Retirement Account Plan
Sponsored by Multicare Health System · EIN 911352172 · Plan #002
- Total assets
- $562M
- Net assets
- $562M
- Active participants
- 12,528
- With balances
- 13,076
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
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 |
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
| Vestia Advisors, Llc CRD 290565 | deterministic · 100% | 2024 |
| Hohimer Wealth Management, Llc CRD 300140 | deterministic · 100% | 2024 |
| Absolute Capital Management, Llc CRD 121484 | deterministic · 100% | 2024 |
| Financial Engines Advisors L.L.C. CRD 104510 | fuzzy_auto · 96% | 2024 |
| Driven Investments Llc CRD 310095 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group | Investment advisory (participants), Direct payment from the plan | $185,929 |
| Empower Annuity Insurance Company | Recordkeeping, Participant loan processing, Direct payment from the plan | $181,044 |
| Cambridge Investment Research | Investment advisory (participants), Direct payment from the plan | $4,032 |
| Vestia Advisors Llc | Investment advisory (participants), Direct payment from the plan | $2,145 |
| Hohimer Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $2,114 |
| Absolute Capital Management Llc | Investment advisory (participants), Direct payment from the plan | $1,887 |
| Financial Engines Advisors Llc | Investment advisory (participants), Direct payment from the plan | $1,007 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $771 |
| Driven Investments Llc | Investment advisory (participants), Direct payment from the plan | $376 |