403 B Thrift Plan For Diversified Home Services, Inc.
Sponsored by Healthalliance Home Health And Hospice, Inc. · EIN 042932308 · Plan #003
- Total assets
- $7.4M
- Net assets
- $7.4M
- Active participants
- 79
- With balances
- 149
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fid Inv Inst Ops Co | Recordkeeping, Participant loan processing, Direct payment from the plan | $4,400 |
| Fiducient Advisors Llc | Investment advisory (plan), Direct payment from the plan | $218 |
| Strategic Advisors | Investment advisory (plan), Direct payment from the plan | $50 |