Truenorth Wellness Services Retirement Savings Plan
Sponsored by Truenorth Wellness Services · EIN 232007907 · Plan #002
- Total assets
- $7.8M
- Net assets
- $7.8M
- Active participants
- 197
- With balances
- 172
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $34,387 |
| Lpl Financial | Investment advisory (plan) | $20,111 |
| Smith Elliott Kearns & Company, Llc | Accounting | $11,469 |
| Pa Retirement Solutions, Inc. | Contract administrator | $7,248 |