AUMdb

Family First Homecare 401(k) Plan

Sponsored by Family First Homecare · EIN 460893326 · Plan #001

Total assets
$9.5M
Net assets
$9.5M
Active participants
1,350
With balances
373

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
Kestra Advisory Services, Llc CRD 283330 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $23,563
Kestra Advisory Services Llc Investment advisory (plan) $18,955
Family First Homecare Llc Other fees $4,000
Empower Advisory Group, Llc Investment management $1,109