AUMdb

Susquehanna Valley Women's Health Care 401(k) Plan

Sponsored by Susquehanna Valley Women's Health Care · EIN 231729982 · Plan #002

Total assets
$17.5M
Net assets
$17.5M
Active participants
77
With balances
134

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
Rbs Wealth Management, Llc CRD 336536 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Rbc Wealth Management Investment advisory (participants), Investment advisory (plan) $43,343
Nwps Recordkeeping, Direct payment from the plan, Recordkeeping fees $22,984