Plan profile · 2023
ACT FOR HEALTH DBA PROFESSIONAL CASE MANAGEMENT
PROFESSIONAL CASE MANAGEMENT 401(K) PLAN · –
Sponsor contact
Address500 E 8TH AVE, DENVER
State / ZIPCO 802033716
Phone3037644282
EIN / Plan #841383042 / 001
Plan health
Assets (EOY)$6M
Participants612
Avg balance$10k
Employer contrib$502k
Distributions$400k
Red flags
Delinquent contribsnone reported
Fidelity bond$50k
Bond adequate?⚠ NO
AuditorPLANTE & MORAN, PLLC
Incumbent advisor(s) of record, who to displace
| Advisor | EIN | Comp earned |
|---|---|---|
| T. ROWE PRICE RPS, INC. | 521309931 | $4k |
| DIMENSIONAL FUNDS | 954470812 | $0 |
| PRUDENTIAL TOTAL RETURN | 223703799 | $0 |
| PIMCO FUNDS | 330629048 | $0 |
| EAGLEASSET | 593171014 | $0 |
| JP MORGAN FUNDS | 132624428 | $0 |
| INVESCO | 264521338 | $0 |
| PRINCIPAL FUNDS | 421520346 | $0 |
| ALLIANCE BERNSTEIN FUND | – | $0 |