AUMdb

Assisted Home Health And Hospice 401(k) Plan

Sponsored by Assisted Home Recovery, Inc. · EIN 954242428 · Plan #001

Total assets
$17.8M
Net assets
$17.8M
Active participants
795
With balances
426

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
Transamerica Financial Life Ins Co Recordkeeping, Participant loan processing, Investment management fees (indirect) $52,762
Merrill Lynch Life Agency, Inc. Investment advisory (plan), Direct payment from the plan $49,423