AUMdb

Carepoint Health, Llc 401(k) Profit Sharing Plan

Sponsored by Carepoint Health, Llc · EIN 831024601 · Plan #002

Total assets
$372M
Net assets
$372M
Active participants
832
With balances
915

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
Physician Wealth Advisors, Inc. CRD 106043 deterministic · 100% 2024
Cherry Creek Investment Advisors Inc CRD 107426 fuzzy_auto · 97% 2024
Wealth Enhancement Advisory Services, Llc CRD 116407 fuzzy_auto · 96% 2024
Prestige Wealthwide, Llc CRD 321789 deterministic · 100% 2024
Onedigital Investment Advisors Llc CRD 106766 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Physician Wealth Advisors Inc Investment advisory (participants), Investment advisory (plan), Investment management $120,186
Nwps Contract administrator, Recordkeeping, Consulting (general) $89,354
Cerdrus Llc Investment advisory (participants), Investment management, Direct payment from the plan $63,061
Cherry Creek Investment Adv Investment advisory (participants), Investment management, Direct payment from the plan $26,859
Charles Schwab Trust Bank Custodial (securities), Direct payment from the plan $22,627
Morningstar Investment Service Investment advisory (participants), Investment management, Direct payment from the plan $22,254
Wealth Enhancemnet Advisory Se Investment advisory (participants), Investment management, Direct payment from the plan $21,982
Prestige Wealthwide Llc Investment advisory (participants), Investment management, Direct payment from the plan $15,545
Wealthsource Partners Llc Investment advisory (participants), Investment management, Direct payment from the plan $12,918
Onedigital Investment Advisors Investment advisory (participants), Investment management, Direct payment from the plan $12,495
Pj Roland Investment advisory (participants), Investment management, Direct payment from the plan $7,548
Charles Schwab & Co, Inc. Custodial (securities), Direct payment from the plan $6,737