AUMdb

Allwell Behavioral Health Services Gain Sharing Plan

Sponsored by Allwell Behavioral Health Services · EIN 310642653 · Plan #001

Total assets
$5.2M
Net assets
$5.2M
Active participants
177
With balances
314

Plan year beginning 07/01/2024 · Profit-sharing, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
The Variable Annuity Life Insurance Company CRD 104561 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Variable Annuity Life Insurance Co. Custodial (securities), Investment advisory (participants), Investment management $3,822