Care Solutions 401(k) Plan
Sponsored by Care One Management, Llc · EIN 510451012 · Plan #002
- Total assets
- $39.4M
- Net assets
- $39.4M
- Active participants
- 933
- With balances
- 1,312
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping, Participant loan processing, Direct payment from the plan | $78,692 |
| Morgan Stanley | Investment advisory (plan), Trustee (discretionary) | $37,296 |