AUMdb

Cooperative Home Care Associates, Inc. 401(k) Plan

Sponsored by Cooperative Home Care Associates · EIN 133238142 · Plan #001

Total assets
$16.6M
Net assets
$16.6M
Active participants
1,323
With balances
2,182

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
Alliance Pension Consultants, Llc Recordkeeping $140,499
Millenium Investment & Retirement Investment advisory (plan) $19,981
Charles Schwab Trust Bank Custodial (other), Custodial (securities) $0
Charles Schwab & Co., Inc. Custodial (other), Custodial (securities) $0