Hospice & Palliative Care Charlotte Region Savings And Incentive Partnership Plan
Sponsored by Hospice & Palliative Care Charlotte Region · EIN 561219017 · Plan #002
- Total assets
- $44.8M
- Net assets
- $44.8M
- Active participants
- 979
- With balances
- 1,191
Plan year beginning 01/01/2024 · Participant-directed brokerage accounts
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 |
|---|---|---|
| Variable Annuity Life Insurance Co | Participant loan processing, Direct payment from the plan, Recordkeeping fees | $136,331 |