AUMdb

Alita Care & Affiliates 401(k) Plan

Sponsored by Alita Care Holdings Llc · EIN 473702085 · Plan #001

Total assets
$45.6M
Net assets
$45.6M
Active participants
1,122
With balances
1,397

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
Cbiz Financial Solutions, Inc. CRD 16678 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
John Hancock Life Insurance Company Recordkeeping, Shareholder servicing fees, Sub-transfer agency fees $150,967
Cbiz Financial Solutions Investment advisory (participants), Investment advisory (plan), Investment management $79,931