Medworks, Inc. Retirement Savings Plan
Sponsored by Medworks, Inc. · EIN 352000863 · Plan #001
- Total assets
- $45.2M
- Net assets
- $45.2M
- Active participants
- 354
- With balances
- 368
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 |
|---|---|---|
| Vestia Advisors, Llc CRD 290565 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Participant loan processing, Direct payment from the plan | $34,891 |
| Guidance Point | Investment management, Direct payment from the plan | $8,513 |
| Charles Schwab Trust Bank | Custodial (securities), Insurance agents and brokers, Shareholder servicing fees | $7,805 |
| Vestia Advisors | Investment management, Direct payment from the plan | $6,926 |
| Charles Schwab & Co. Inc. | Custodial (securities), Shareholder servicing fees | $244 |