Wellspan 403(b) Retirement Savings Plan
Sponsored by Wellspan Health · EIN 222517863 · Plan #005
- Total assets
- $2.6B
- Net assets
- $2.6B
- Active participants
- 21,551
- With balances
- 26,376
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $1,245,897 |
| Empower Advisory Group, Llc | Investment management | $262,453 |
| Aloke Desnpande Dba Smartpath, Inc. | Consulting (general) | $238,845 |
| Wellspan Health | Other fees | $100,285 |
| Vestia Advisors Llc | Other fees | $21,443 |
| Flexible Plan Investments, Ltd | Securities brokerage commissions | $8,685 |
| Paulson Wealth Management | Other fees | $5,610 |
| Charles Schwab & Co. | Securities brokerage | $5,177 |
| Mz Kark & Associates | Securities brokerage commissions | $4,293 |
| Physician Wealth Solutions | Securities brokerage commissions | $1,908 |
| Sharaportfolio, Inc. | Securities brokerage commissions | $347 |
| Stambaugh Ness, Inc. | Accounting | $0 |
| Brighthouse Life Insurance Company | Investment advisory (participants) | $0 |
| Mutual Of America | Investment advisory (participants) | $0 |