Ozark Tri County Health Care Consortium Dba Access Family Care 401(k) Plan
Sponsored by Ozark Tri County Health Care Consortium Dba Access Family Care · EIN 431752799 · Plan #002
- Total assets
- $8.7M
- Net assets
- $8.7M
- Active participants
- 267
- With balances
- 371
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 |
|---|---|---|
| Prime Capital Investment Advisors, Llc CRD 288712 | fuzzy_auto · 97% | 2024 |
| The Vanguard Group, Inc. CRD 105958 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group | Recordkeeping, Investment management, Sub-transfer agency fees | $33,080 |
| Prime Capital Invest. Adv. | Investment advisory (participants), Investment advisory (plan), Investment management | $25,979 |