Partners In Care 403(b) Plan
Sponsored by Partners In Care · EIN 930756143 · Plan #001
- Total assets
- $15.6M
- Net assets
- $15.6M
- Active participants
- 208
- With balances
- 260
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 |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rbc Wealth Management | Investment advisory (plan), Investment advisory (participants), Investment management | $33,479 |
| Randall & Hurley | Recordkeeping, Participant loan processing, Consulting (general) | $4,913 |