AUMdb

Core Health And Fitness, Llc 401(k) Profit Sharing Plan

Sponsored by Core Health And Fitness, Llc · EIN 452872763 · Plan #001

Total assets
$29.2M
Net assets
$29.2M
Active participants
252
With balances
356

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $36,808
Morgan Stanley Smith Barney Recordkeeping, Trustee (institutional), Other services $33,892
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees, Other services $0