The Root Center For Advanced Recovery 403(b) Plan
Sponsored by Hartford Dispensary · EIN 060646665 · Plan #001
- Total assets
- $14.7M
- Net assets
- $14.7M
- Active participants
- 242
- With balances
- 269
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Pasi Investments, Llc CRD 145640 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pasi Investments, Llc | Investment advisory (plan) | $35,125 |
| Pasi, Llc | Contract administrator | $12,090 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $10,732 |