AUMdb

Cch Healthcare Retirement Plan

Sponsored by Cch Healthcare Llc · EIN 464387016 · Plan #001

Total assets
$3.2M
Net assets
$3.2M
Active participants
1,459
With balances
832

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Merrill Lynch Pierce Fenner & Smith Investment advisory (plan) $18,074
Empower Annuity Insurance Company O Recordkeeping fees $13,999
Cch Healthcare Llc Trustee (directed) $9,967
Empower Advisory Group, Llc Investment management $540