AUMdb

Journey Care, Inc. 403(b) Retirement Savings Plan

Sponsored by Journey Care, Inc. · EIN 363305643 · Plan #001

Total assets
$15.7M
Net assets
$15.7M
Active participants
2
With balances
278

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

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
Miller Cooper & Co. Ltd Accounting, Direct payment from the plan $45,000
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $34,416
Crowe Llp Accounting, Direct payment from the plan $19,424
Wintrust Investments Llc Investment advisory (plan), Direct payment from the plan $19,063