AUMdb

Healthnet Aeromedical Services 401(k) Plan

Sponsored by Healthnet Aeromedical Services Inc Dba Healthnet Aeromedical Services · EIN 550681969 · Plan #001

Total assets
$7.7M
Net assets
$7.7M
Active participants
266
With balances
145

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
Axxcess Wealth Management, Llc CRD 164081 deterministic · 100% 2024
Wells Fargo Clearing Services, Llc CRD 19616 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Axxcess Wealth Management Llc Investment advisory (plan) $19,519
Wells Fargo Advisors Llc Investment advisory (plan) $5,693
M2 B Retirement Consulting, Llc Contract administrator $2,800
Empower Advisory Group, Llc Investment management $2,410
Empower Annuity Insurance Company Recordkeeping fees $2,173