Shenandoah Medical Center 403 B Plan
Sponsored by Shenandoah Medical Center · EIN 421101835 · Plan #003
- Total assets
- $21.0M
- Net assets
- $21.0M
- Active participants
- 367
- With balances
- 402
Plan year beginning 01/01/2024 · 401(m) arrangement, ERISA 404(c) participant-directed, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wealthplan Partners, Llc CRD 305026 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Recordkeeping | $59,700 |
| Wealthplan Partners, Inc. | Investment advisory (plan) | $37,824 |
| Benefit Plans, Inc | Recordkeeping, Insurance services | $10,200 |