Atlanticare 403(b) Retirement Plan
Sponsored by Atlanticare Regional Medical Ctr · EIN 210634549 · Plan #003
- Total assets
- $434M
- Net assets
- $434M
- Active participants
- 6,753
- With balances
- 7,464
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $260,244 |
| Capfinancial Partners Llc | Investment advisory (plan) | $63,500 |
| Empower Financial Services, Inc. | Securities brokerage, Shareholder servicing fees | $75 |