AUMdb

Our Hospice Retirement Plan

Sponsored by Our Hospice Of South Central Ind · EIN 351479425 · Plan #001

Total assets
$8.5M
Net assets
$8.5M
Active participants
165
With balances
162

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
Adp, Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $24,072
Shepherd Financial Invest. Advisory Recordkeeping, Trustee (institutional), Other services $23,832
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0