Cedar Valley Hospice Retirement Plan
Sponsored by Cedar Valley Hospice, Inc. · EIN 421135294 · Plan #001
- Total assets
- $5.5M
- Net assets
- $5.5M
- Active participants
- 108
- With balances
- 129
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 |
|---|---|---|
| Accel Wealth Management Llc CRD 286201 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Accel Wealth Management Llc | Investment advisory (plan) | $24,282 |
| Empower Annuity Insurance Co Of Am | Recordkeeping fees | $7,036 |
| Empower Advisory Group Llc | Investment management | $3,160 |