Workcare, Inc. Retirement Savings Plan
Sponsored by Workcare, Inc. · EIN 330779311 · Plan #003
- Total assets
- $28.9M
- Net assets
- $28.9M
- Active participants
- 732
- With balances
- 957
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $106,064 |
| Sageview Advisory Group Llc | Investment advisory (plan) | $62,639 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $3,861 |
| Wealth Management Systems, Inc | Other services | $0 |