AUMdb

Bhcare, Inc. Retirement Plan

Sponsored by Bhcare, Inc. · EIN 222598799 · Plan #002

Total assets
$17.7M
Net assets
$17.7M
Active participants
308
With balances
244

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).

Firm Match Plan year
Commonwealth Equity Services, Llc CRD 8032 fuzzy_auto · 100% 2024

Service providers

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

Provider Services Direct comp
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $32,491
Commonwealth Equity Services Llc Db Investment advisory (plan) $30,912