AUMdb

Norwell Vna And Hospice 401(k) Plan & Trust

Sponsored by Norwell Visiting Nurse Association, Inc. · EIN 042104797 · Plan #001

Total assets
$17.7M
Net assets
$17.7M
Active participants
325
With balances
427

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Rockland Trust Investment advisory (participants) $33,233
John Hancock Life Insurance Comp. Recordkeeping, Investment management, Shareholder servicing fees $2,876