American Well Corporation 401(k) Plan
Sponsored by American Well Corporation · EIN 205009396 · Plan #001
- Total assets
- $108M
- Net assets
- $108M
- Active participants
- 768
- With balances
- 1,082
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fiducient Advisors Llc | Accounting, Consulting (general) | $56,250 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $44,804 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $38,848 |
| Svb Wealth Llc | Accounting | $33,902 |
| Caron & Bletzer, Pllc | Accounting | $12,400 |