Carepathrx 401(k) Plan
Sponsored by Carepathrx Midco Inc. · EIN 843548586 · Plan #001
- Total assets
- $133M
- Net assets
- $133M
- Active participants
- 2,513
- With balances
- 3,151
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $172,095 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $50,000 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $133M | 2,513 | ack 20251013134419NAL0003090450001 |
| 01/01/2021 | $66.8M | 1,773 | ack 20250808151348NAL0006570576001 |