AUMdb

Care Dimensions, Inc. 403(b) Plan

Sponsored by Care Dimensions, Inc. · EIN 222873792 · Plan #003

Total assets
$23.9M
Net assets
$23.9M
Active participants
608
With balances
751

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

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 $85,223
Empower Annuity Insurance Company Investment advisory (plan) $30,886
Empower Advisory Group, Llc Investment management $1,292