Comprehensive Healthcare Employee Pension Benefit Plan
Sponsored by Comprehensive Healthcare · EIN 911043304 · Plan #001
- Total assets
- $25.7M
- Net assets
- $25.6M
- Active participants
- 585
- With balances
- 715
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rbc Wealth Management | Investment advisory (participants), Investment advisory (plan), Participant communication | $36,808 |
| Nwps | Other fees | $25,372 |
| Matrix Trust Company | Custodial (other), Trustee (institutional), Trustee (directed) | $5,316 |