AUMdb

Cherokee Health Systems, Inc. Tax Deferred Retirement Plan

Sponsored by Cherokee Health Systems, Inc. · EIN 620637925 · Plan #001

Total assets
$57.7M
Net assets
$57.7M
Active participants
592
With balances
791

Plan year beginning 01/01/2024 · Automatic enrollment, Default investment account (QDIA)

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
Empower Annuity Insurance Company Recordkeeping fees $33,267
Advised Assets Group, Llc Investment management $306
Nations Financial Group Inc Other commissions $0