AUMdb

Employee Benefit Plan Of Springvale Health Centers, Inc.

Sponsored by Springvale Health Centers, Inc. · EIN 341135374 · Plan #001

Total assets
$2.4M
Net assets
$2.4M
Active participants
112
With balances
121

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Wells Fargo Clearing Services, Llc CRD 19616 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Lincoln National Corporation Contract administrator $22,315
Wells Fargo Advisors Investment advisory (plan) $9,316
M2 B Retirement Consulting, Llc Recordkeeping $1,250
Capital Group Retirement Plan Serv Recordkeeping fees $125