AUMdb

White Plains Hospital Affiliated Entity, Pc 401(k) Plan

Sponsored by White Plains Medical Services, P.C. · EIN 815369152 · Plan #003

Total assets
—
Net assets
—
Active participants
42
With balances
46

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Empower Life & Annuity Insurance Co Recordkeeping fees, Recordkeeping, Participant loan processing $10,703
Empower Advisory Group, Llc Investment management, Investment advisory (participants), Direct payment from the plan $1,546
Merrill Lynch Pierce Fenner & Smith Investment advisory (plan) $1,500
Admin Partners Llc Contract administrator $100