AUMdb

Elizabeth Wende Breast Care, Llc 401(k) Profit Sharing Plan

Sponsored by Elizabeth Wende Breast Care, Llc · EIN 261124473 · Plan #001

Total assets
$29.9M
Net assets
$29.9M
Active participants
150
With balances
170

Plan year beginning 01/01/2024 · 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
The Waterford Group, Llc Recordkeeping, Trustee (institutional), Other services $105,127
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $3,103
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0