AUMdb

Progressive Quality Care, Inc. 401(k) Plan

Sponsored by Progressive Quality Care, Inc. · EIN 311793765 · Plan #001

Total assets
$3.2M
Net assets
$3.2M
Active participants
139
With balances
171

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
T. Rowe Price Japan, Inc. CRD 290585 fuzzy_auto · 93% 2024
Lpl Financial Llc CRD 6413 deterministic · 100% 2024
American Fundstars Financial Group Llc CRD 315860 fuzzy_auto · 96% 2024
Blackrock Fund Advisors CRD 105247 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Lpl Financial Investment management, Shareholder servicing fees $10,256
T. Rowe Price Rps, Inc. Recordkeeping, Trustee (institutional), Trustee (directed) $5,315
Jp Morgan Funds Investment management, Shareholder servicing fees $0
American Funds Investment management, Shareholder servicing fees $0
Fidelity Investment management, Shareholder servicing fees $0
Vanguard Investment management, Shareholder servicing fees $0
Principal Funds Investment management, Shareholder servicing fees $0
Goldman Sachs Funds Investment management, Shareholder servicing fees $0
Blackrock Funds Investment management, Shareholder servicing fees $0