Diversicare Healthcare Services, Llc Savings Plan
Sponsored by Diversicare Healthcare Services, Llc · EIN 621559667 · Plan #001
- Total assets
- $34.9M
- Net assets
- $34.8M
- Active participants
- 6,151
- With balances
- 1,028
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 |
|---|---|---|
| Janney Montgomery Scott Llc CRD 463 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $91,360 |
| Janney Montgomery Scott Llc | Investment advisory (plan) | $46,026 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $8,808 |
| Cooper Savas, Llc | Accounting | $5,000 |