AUMdb

Roze Room Hospice 401(k) Profit Sharing Plan

Sponsored by L & A Care Corporation Dba Roze Room Hospice · EIN 954643592 · Plan #001

Total assets
$12.1M
Net assets
$12.1M
Active participants
137
With balances
123

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
Raymond James Financial Services Advisors, Inc CRD 149018 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Raymond James Financial Serv Investment advisory (plan) $37,046
Ascensus Holdings Inc Dba Futurepla Contract administrator $1,950
Capital Group Retirement Plan Serv Recordkeeping fees $375