Pathways Home Health And Hospice 403(b) Plan
Sponsored by Pathways Home Health And Hospice · EIN 942823240 · Plan #002
- Total assets
- $22.7M
- Net assets
- $22.7M
- Active participants
- 151
- With balances
- 238
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $49,731 |
| Cbiz Investment Advisory | Investment advisory (plan) | $28,771 |
| Cbiz Benefits & Ins Services | Other fees | $14,574 |
| Fidelity | Participant loan processing, Recordkeeping fees, Account maintenance fees | $850 |
| Lincoln National Corporation | Recordkeeping fees | $105 |