Joerns Healthcare Llc Retirement Plan
Sponsored by Joerns Healthcare, Llc · EIN 205251510 · Plan #001
- Total assets
- $17.6M
- Net assets
- $17.6M
- Active participants
- 140
- With balances
- 269
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 |
|---|---|---|
| Colonial Trust Advisors, Inc. CRD 110257 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $39,717 |
| Colonial Trust Advisors | Investment advisory (plan) | $35,429 |
| Futureplan By Ascensus | Recordkeeping, Participant loan processing, Recordkeeping fees | $10,149 |
| Transamerica Trust Company | Trustee (institutional) | $167 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $17 |