AUMdb

Ncgcare, Inc. 401(k) Profit Sharing Plan

Sponsored by Ncgcare, Inc. · EIN 474934539 · Plan #001

Total assets
$15.2M
Net assets
$15.1M
Active participants
1,227
With balances
803

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
Creative Planning Institutional Advisors, Llc CRD 126777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Dwc Erisa Consultants Llc Contract administrator $41,293
John Hancock Life Insurance Company Recordkeeping, Investment management, Sub-transfer agency fees $29,657
Empower Annuity Insurance Company Recordkeeping fees $28,092
Sageview Advisory Group Llc Investment advisory (plan), Investment management $21,211