AUMdb

Long Island Select Healthcare Retirement Plan

Sponsored by Long Island Select Healthcare, Inc. · EIN 471001464 · Plan #001

Total assets
$4.6M
Net assets
$4.6M
Active participants
147
With balances
147

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
Harbor Financing Inc CRD 339066 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Harbour Financial Investment management $12,316
Pcs Retirement, Llc Claims processing, Contract administrator, Recordkeeping $10,239