Heart To Heart Hospice 401(k) Plan
Sponsored by Heart To Heart Hospice Holdings, Llc · EIN 611700842 · Plan #333
- Total assets
- $24.5M
- Net assets
- $24.5M
- Active participants
- 475
- With balances
- 627
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Regions Bank Dba Regions Trust | Investment advisory (plan) | $34,418 |
| Loren D Stark Company Inc | Contract administrator | $33,974 |
| Empower Advisory Group, Llc | Investment management | $14,663 |
| Empower Annuity Insurance Company | Recordkeeping fees | $10,228 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $500 |