Chenmed, Llc 401(k) Plan
Sponsored by Chenmed, Llc · EIN 463929096 · Plan #001
- Total assets
- $218M
- Net assets
- $218M
- Active participants
- 4,572
- With balances
- 5,313
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $591,816 |
| Capfinancial Partners, Llc | Investment advisory (participants), Investment management, Consulting fees | $0 |
| Crowe Llp | Other services, Other fees | $0 |
| Alston & Bird Llp | Legal, Other fees | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |