AUMdb

Bristol Hospice 401(k) Plan

Sponsored by Bristol Hospice · EIN 203688586 · Plan #001

Total assets
$49.2M
Net assets
$49.2M
Active participants
2,600
With balances
1,942

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
Soltis Investment Advisors, Llc CRD 154690 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Soltis Investment Advisors Investment advisory (participants), Investment advisory (plan), Investment management $132,867
Pcs Retirement Contract administrator, Recordkeeping, Consulting (general) $77,578