AUMdb

First Care Health Center 401(k) Profit Sharing Plan

Sponsored by Pr Health Corporation · EIN 450232743 · Plan #001

Total assets
$7.3M
Net assets
$7.3M
Active participants
140
With balances
203

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
Raymond James Financial Services Advisors, Inc CRD 149018 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Transamerica Life Insurance Company Recordkeeping, Participant loan processing, Investment management fees (indirect) $39,975
Raymond James Financial Services In Investment advisory (plan) $35,676
Superiorusa Corporation Recordkeeping, Participant loan processing, Recordkeeping fees $2,176