AUMdb

Healthdrive Corporation 401(k) Profit Sharing Plan & Trust

Sponsored by Healthdrive Corporation · EIN 043052905 · Plan #001

Total assets
$37.6M
Net assets
$37.6M
Active participants
583
With balances
649

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Lpl Financial Investment advisory (participants) $51,490
Paychex, Inc. Recordkeeping $23,688