Care Advantage, Inc. Profit Sharing Plan
Sponsored by Care Advantage, Inc. · EIN 541447338 · Plan #001
- Total assets
- $3.2M
- Net assets
- $3.2M
- Active participants
- 211
- With balances
- 127
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rbc Capital Markets, Llc CRD 31194 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pro Account | Investment advisory (participants) | $1,947 |
| Iron Fiduciary | Investment advisory (participants) | $1,541 |
| Ab&D Co | Consulting (pension) | $1,157 |
| Nationwide | Recordkeeping, Custodial (other), Recordkeeping fees | $1,047 |
| Rbc Capital Markets Llc | Investment advisory (participants), Investment advisory (plan), Investment management fees (indirect) | $0 |