Unified Women's Healthcare, Llc 401(k) Profit Sharing Plan
Sponsored by Unified Women's Healthcare, Llc · EIN 263930592 · Plan #001
- Total assets
- $48.8M
- Net assets
- $48.8M
- Active participants
- 750
- With balances
- 925
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 |
|---|---|---|
| Gordon Asset Management Llc CRD 137136 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mvp Plan Administrators, Inc | Contract administrator, Recordkeeping, Consulting (general) | $98,056 |
| Gordon Asset Management | Investment advisory (participants), Investment advisory (plan), Named fiduciary | $18,500 |
| Charles Schwab Trust Bank | Custodial (securities), Participant loan processing, Direct payment from the plan | $10,061 |