AUMdb

The Carequest 401(k) Retirement Plan

Sponsored by Carequest Institute For Oral Health, Inc. · EIN 384016550 · Plan #001

Total assets
$33.4M
Net assets
$33.4M
Active participants
175
With balances
203

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 $26,310