AUMdb

Care Retirement Savings Plan For Nonresident Alien Employees

Sponsored by Care, Inc. · EIN 131685039 · Plan #005

Total assets
$36.0M
Net assets
$36.0M
Active participants
169
With balances
674

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
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $71,344
National Financial Services Securities brokerage, Securities brokerage commissions $0