Norwood Medical Employee Savings Plan And Trust
Sponsored by Norwood Medical, Llc · EIN 311013821 · Plan #001
- Total assets
- $70.4M
- Net assets
- $70.3M
- Active participants
- 1,154
- With balances
- 1,157
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $45,880 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $45,541 |