AUMdb

Healthcare 401(k) Plan

Sponsored by Autumn Lake Healthcare Llc · EIN 472007153 · Plan #001 · Howell, NJ

Total assets
$21.4M
Net assets
$21.4M
Active participants
8,601
With balances
868

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $43,824
Cambridge Investment Research Other commissions $0