AUMdb

Caqh 401(k) Plan

Sponsored by Council For Affordable Quality Healthcare, Inc. · EIN 911930832 · Plan #001

Total assets
$29.7M
Net assets
$29.7M
Active participants
157
With balances
236

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
Morningstar Investment Management Llc CRD 108031 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Voya Retirement Insurance Investment advisory (participants) $26,791
Commonwealth Equity Services Other fees $0
Uniglobal Pension Planning, Inc. Other services $0
Morningstar Investment Management Investment advisory (plan) $0