Wilmington Health, Pllc Retirement Plan
Sponsored by Wilmington Health, Pllc · EIN 561980160 · Plan #001
- Total assets
- $166M
- Net assets
- $166M
- Active participants
- 1,251
- With balances
- 1,471
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 |
|---|---|---|
| Wells, Fay CRD 326454 | fuzzy_auto · 94% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 94% | 2024 |
| Rbc Capital Markets, Llc CRD 31194 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch | Investment advisory (plan), Direct payment from the plan | $138,775 |
| Milliman, Inc. | Recordkeeping, Consulting (pension), Copying and duplicating | $114,063 |
| Wells Fargo | Investment advisory (plan), Direct payment from the plan | $62,761 |
| Matrix Trust Company | Custodial (securities), Trustee (directed), Direct payment from the plan | $23,255 |
| Fidelity Investements | Investment advisory (plan), Direct payment from the plan | $21,500 |
| Charles Schwab | Investment advisory (plan), Direct payment from the plan | $20,934 |
| Rbc Capital Markets | Investment advisory (plan), Direct payment from the plan | $20,331 |
| New York Life Life Insurance Co. | Insurance services, Insurance brokerage commissions | $13,720 |
| Raymond James | Investment advisory (plan), Direct payment from the plan | $4,604 |