Family Care Visiting Nurse & H 401(k) Profit Sharing Plan & Trust
Sponsored by Family Care Visiting Nurse & H · EIN 061409542 · Plan #002
- Total assets
- $4.2M
- Net assets
- $4.2M
- Active participants
- 233
- With balances
- 285
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 |
|---|---|---|
| Morrissey Wealth Management Llc CRD 291228 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Paychex, Inc. | Recordkeeping | $42,727 |
| Morrissey Wealth Management | Investment advisory (participants) | $11,360 |