AUMdb

Staywell Health Center 401(k) Plan

Sponsored by Staywell Health Care, Inc, D/B/A · EIN 223160873 · Plan #003

Total assets
$24.8M
Net assets
$24.8M
Active participants
234
With balances
307

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

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Merrill Lynch Pierce Fenner & Smith Recordkeeping, Consulting (pension), Direct payment from the plan $45,680
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $45,220
Adp Broker Dealer Other services, Other fees $0