Careforth 401(k) Plan
Sponsored by Seniorlink, Inc. D/B/A Careforth · EIN 043520800 · Plan #001
- Total assets
- $44.1M
- Net assets
- $44.1M
- Active participants
- 742
- With balances
- 990
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 |
|---|---|---|
| Thayer Partners Llc CRD 290734 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $144,395 |
| Thayer Partners Llc | Investment advisory (plan) | $24,120 |
| Forvis Mazars, Llp | Accounting | $21,366 |
| Compass 360, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $14,820 |
| Transamerica Trust Company | Trustee (institutional) | $67 |