Shenandoah Valley Medical System Inc. Retirement Plan
Sponsored by Shenandoah Valley Medical System Inc. · EIN 550563741 · Plan #001
- Total assets
- $16.2M
- Net assets
- $16.2M
- Active participants
- 300
- With balances
- 346
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Clearing Srvs | Investment advisory (participants), Investment advisory (plan), Investment management | $25,000 |
| Smith Elliott Kearns And Company | Accounting, Direct payment from the plan | $16,000 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Participant communication | $9,691 |
| Lincoln National Corporation | Contract administrator | $900 |
| Fidelity Investments | Recordkeeping fees, Account maintenance fees | $180 |