AUMdb

Children's Health Of Carolina P.A. 401(k) Profit Sharing Plan

Sponsored by Childrens Health Of Carolina, Pa · EIN 561133868 · Plan #002

Total assets
$12.3M
Net assets
$12.3M
Active participants
143
With balances
172

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
Beacon Pointe Investment Advisory Investment advisory (participants), Investment advisory (plan), Named fiduciary $43,416
Charles Schwab Bank Custodial (securities), Participant loan processing, Direct payment from the plan $5,567
Mvp Plan Administrators, Inc. Contract administrator, Recordkeeping, Consulting (general) $745