AUMdb

Community Care Partners Retirement Savings Plan

Sponsored by Community Care Partners, Llc · EIN 611849968 · Plan #001

Total assets
$44.8M
Net assets
$44.8M
Active participants
1,480
With balances
997

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
Hauser Retirement Solutions 2 Llc CRD 299959 fuzzy_auto · 100% 2024

Service providers

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

Provider Services Direct comp
John Hancock (U.S.A.) Recordkeeping, Participant loan processing, Float revenue $95,790
Hauser Retirement Solutions Investment advisory (plan) $58,679