AUMdb

Esperanza Health Systems 401(k) Plan

Sponsored by Esperanza Health Systems, Ltd Dba La Hacienda Treatment Center · EIN 742664821 · Plan #001

Total assets
$11.5M
Net assets
$11.5M
Active participants
140
With balances
116

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
Bfc Planning, Inc. CRD 119682 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Bfc Planning Inc. Investment advisory (plan), Direct payment from the plan $27,075