AUMdb

Continuum Healthcare, Llc 401(k) Plan

Sponsored by Continuum Healthcare, Llc · EIN 462972429 · Plan #001

Total assets
$4.2M
Net assets
$4.2M
Active participants
1,080
With balances
149

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
Envestnet Retirement Solutions, Llc CRD 171570 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Transamerica Life Insurance Company Recordkeeping, Participant loan processing, Investment management fees (indirect) $48,330
Envestnet Retirement Solutions Llc Investment advisory (plan) $1,588
Intac Actuarial Services, Inc. Recordkeeping, Participant loan processing, Recordkeeping fees $1,300