AUMdb

Andwell Health Partners

Sponsored by Androscoggin Home Health Services,Inc. · EIN 010227184 · Plan #001

Total assets
$34.9M
Net assets
$34.9M
Active participants
874
With balances
977

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

Linked investment advisers

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

Firm Match Plan year
Valmark Advisers Inc CRD 108050 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $124,955
Bdmp Assurance, Llp Accounting, Other fees $0
Valmark Advisers Investment advisory (plan), Other fees $0