Person Centered Services Care Coordination Organization Llc 401(k) Plan
Sponsored by Person Centered Services Care Coordination Organization Llc · EIN 823550571 · Plan #001
- Total assets
- $20.6M
- Net assets
- $20.6M
- Active participants
- 846
- With balances
- 693
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 |
|---|---|---|
| Level Financial Advisors, Inc. CRD 110641 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Burke Group | Plan administrator, Trustee (directed), Investment advisory (plan) | $137,268 |
| Level Financial Advisors | Investment advisory (plan), Direct payment from the plan | $25,167 |