401(k) Plan Of Care Plus Bergen For Non Union Employees
Sponsored by Care Plus Bergen, Inc. · EIN 822081292 · Plan #001
- Total assets
- $36.4M
- Net assets
- $36.4M
- Active participants
- 649
- With balances
- 504
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $121,617 |
| Capfinancial Partners, Llc | Investment management, Direct payment from the plan, Investment management fees (indirect) | $17,103 |