AUMdb

Carelinc 401(k) Plan

Sponsored by Carelinc Medical Equipment & Supply Co., Llc · EIN 383378161 · Plan #001

Total assets
$19.4M
Net assets
$19.4M
Active participants
766
With balances
614

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
John Hancock Recordkeeping, Participant loan processing, Float revenue $50,779
Lpl Financial Llc Rpcp Investment advisory (plan), Other fees $50,733