AUMdb

Kings Harbor Multicare Center 401(k) Plan

Sponsored by Bronx Harbor Healthcare Complex, Inc. · EIN 133772916 · Plan #003

Total assets
$24.1M
Net assets
$24.1M
Active participants
188
With balances
256

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Lpl Financial Investment advisory (plan) $46,568
Caron & Bletzer, Pllc Accounting $10,500
Empower Advisory Group, Llc Investment management $903