Central Coast Vna & Hospice Inc And Affiliates 403(b) Plan
Sponsored by Central Coast Vna & Hospice Inc. · EIN 941205572 · Plan #001
- Total assets
- $14.4M
- Net assets
- $14.4M
- Active participants
- 168
- With balances
- 336
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $26,207 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $17,767 |
| Empower Advisory Group, Llc | Investment management | $6,795 |