AUMdb

Lincare Employees' 401(k) Plan

Sponsored by Lincare Inc. · EIN 592852900 · Plan #001

Total assets
$470M
Net assets
$470M
Active participants
10,501
With balances
12,708

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $446,171
Sageview Advisory Group Llc Consulting (general) $107,364
Lbmc, Pc Accounting $12,500
Wealth Management Systems Inc Other services $0