AUMdb

Carewise Health Holdings, Inc. 401(k) Plan

Sponsored by Carewise Health Holdings Inc. · EIN 593484556 · Plan #001

Total assets
$31.4M
Net assets
$31.4M
Active participants
103
With balances
250

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
Newport Group, Inc. Other fees, Participant loan processing, Recordkeeping $53,657
Pnc Institutional Asset Management Investment advisory (plan), Direct payment from the plan $29,528