Southern New England Health Care For Women, Llc 401(k) Profit Sharing Plan
Sponsored by Southern New England Health Care For Women, Llc · EIN 452603721 · Plan #001
- Total assets
- $20.7M
- Net assets
- $20.7M
- Active participants
- 103
- With balances
- 167
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $2,339 |
| Morningstar Investment | Investment advisory (participants) | $86 |
| Voya Retirement Ins Annuity | Investment advisory (participants) | $86 |
| Nfp Retirement Inc. | Other fees | $0 |
| The Mandmarblestone Group Llc | Other services | $0 |