AUMdb

Health Carousel Llc 401(k) Profit Sharing Plan

Sponsored by Health Carousel Llc · EIN 201601546 · Plan #001

Total assets
$80.0M
Net assets
$80.0M
Active participants
2,915
With balances
2,937

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $242,597
Valmark Securities Inc. Recordkeeping, Trustee (institutional), Other services $34,006
Mesirow Financial Investment Manage Participant loan processing, Direct payment from the plan $0