American Family Care Savings Plan
Sponsored by American Family Care, Inc. · EIN 630825248 · Plan #001
- Total assets
- $22.7M
- Net assets
- $22.7M
- Active participants
- 1,216
- With balances
- 1,224
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Other fees, Participant loan processing, Recordkeeping | $133,640 |
| Creative Planning. | Investment advisory (plan), Direct payment from the plan | $55,168 |
| Acg Wealth | Investment advisory (plan), Direct payment from the plan | $12,218 |