AUMdb

Hope Hospice, Inc. Retirement Plan

Sponsored by Hope Hospice, Inc. · EIN 942576059 · Plan #001

Total assets
$4.7M
Net assets
$4.7M
Active participants
72
With balances
109

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 Financial Solutions, Inc. CRD 16678 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Cbiz Financial Solutions Investment advisory (plan) $15,723
Nationwide Contract administrator $656