AUMdb

Care Dimensions, Inc. Retirement Plan

Sponsored by Care Dimensions, Inc. · EIN 222873792 · Plan #001

Total assets
$19.0M
Net assets
$19.0M
Active participants
525
With balances
611

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed

Linked investment advisers

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

Firm Match Plan year
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $72,058
Hand Benefits And Trust Company Dba Investment advisory (plan) $25,814
Empower Advisory Group, Llc Investment management $569