AUMdb

Women's Specialists Of New Mexico Ltd. Profit Sharing 401(k) Plan

Sponsored by Women's Specialists Of New Mexico Ltd. · EIN 850232628 · Plan #001

Total assets
$19.8M
Net assets
$19.8M
Active participants
102
With balances
158

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
Rbs Wealth Management, Llc CRD 336536 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Rbc Wealth Management Investment advisory (plan), Direct payment from the plan $44,601
Ascensus Llc Other commissions, Participant loan processing, Other fees $18,986