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Filters:State: NJ City: MOUNT HOLLY Clear all

Companies

companyOaks Integrated Care, Inc.
$78.4Mreported plan assets
EIN: 23-7048397Location: NJPlans: 3Participants: 3,076Latest: 2023
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companyRichard A. Alaimo Associates
$39Mreported plan assets
EIN: 22-1824833Location: NJPlans: 1Participants: 132Latest: 2023
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Plans

planOaks Integrated Care, Inc. 403(B) Savings PlanFinancial statementProvider compensation2023 filing
$41.1Mreported assets (EOY)
Sponsor: Oaks Integrated Care, Inc.EIN: 23-7048397Plan: 002Participants: 1,835Assets: $41,111,551Net assets: $41.1MAssets / participant: $22.4KLocation: Mount Holly, NJLatest: 2023
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planRichard A. Alaimo Associates Savings And Investment PlanFinancial statementProvider compensation2023 filing
$39Mreported assets (EOY)
Sponsor: Richard A. Alaimo AssociatesEIN: 22-1824833Plan: 001Participants: 132Assets: $38,997,172Net assets: $39MAssets / participant: $295.4KLocation: Mount Holly, NJLatest: 2023
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planOaks Integrated Care, Inc. 403(B) PlanFinancial statementProvider compensation2023 filing
$37.3Mreported assets (EOY)
Sponsor: Oaks Integrated Care, Inc.EIN: 23-7048397Plan: 001Participants: 368Assets: $37,330,679Net assets: $37.3MAssets / participant: $101.4KLocation: Mount Holly, NJLatest: 2023
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planOaks Integrated Care Health And Welfare Plan2023 filing
Sponsor: Oaks Integrated CareEIN: 23-7048397Plan: 502Participants: 873Assets: not reported in the loaded datasetLocation: Mount Holly, NJLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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