Winona Health Employees' Retirement Plan
Sponsored by Winona Health Services · EIN 410713914 · Plan #001
- Total assets
- $96.7M
- Net assets
- $96.7M
- Active participants
- 937
- With balances
- 1,235
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 | $110,191 |
| Gallagher Benefit Services Inc | Investment advisory (plan) | $45,000 |
| Empower Advisory Group, Llc | Investment management | $527 |