Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan
Sponsored by Shield Healthcare Centers, Inc. · EIN 951940459 · Plan #001
- Total assets
- $26.3M
- Net assets
- $26.3M
- Active participants
- 368
- With balances
- 266
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 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 |
|---|---|---|
| Milliman | Recordkeeping, Participant loan processing, Direct payment from the plan | $47,470 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (institutional), Direct payment from the plan | $9,484 |
| Charles Schwab & Co., Inc. | Custodial (securities), Shareholder servicing fees | $0 |