AUMdb

Inova Surgery Centers 401(k) Plan

Sponsored by Franconia Springfield Surgery · EIN 542018390 · Plan #001

Total assets
$26.6M
Net assets
$26.6M
Active participants
378
With balances
370

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $44,602
Northwestern Mutual Investment Serv Recordkeeping, Trustee (institutional), Other services $26,017
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0