AUMdb

Black River Memorial Hospital Retirement Savings Plan

Sponsored by Black River Health, Inc. · EIN 391027536 · Plan #002

Total assets
$37.8M
Net assets
$37.8M
Active participants
310
With balances
389

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
Orgel Wealth Management, Llc CRD 168219 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Orgel Wealth Management Investment advisory (participants), Investment advisory (plan) $66,797
Wipfli Llp Plan administrator, Recordkeeping $57,889