AUMdb

Visiting Nurse Home & Hospice 401(k) Retirement Plan

Sponsored by Visiting Nurse Home & Hospice · EIN 050258915 · Plan #002

Total assets
$15.5M
Net assets
$15.5M
Active participants
148
With balances
184

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Global Retirement Partners Llc Investment advisory (plan) $32,449
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $8,140