Concierge Home Care 401(k) Plan
Sponsored by Homecare Partners Management Llc · EIN 842525296 · Plan #001
- Total assets
- $18.5M
- Net assets
- $18.5M
- Active participants
- 1,061
- With balances
- 602
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Equity Services, Inc. | Recordkeeping, Consulting (pension), Direct payment from the plan | $34,129 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $32,681 |
| Mml Investors Services, Inc. | Recordkeeping, Consulting (pension), Direct payment from the plan | $6,748 |