AUMdb

Wmchealth Network Affiliated Employers 401(k) Plan

Sponsored by Westchester Medical Center Advanced Physician Services, P.C · EIN 264709927 · Plan #001

Total assets
$380M
Net assets
$380M
Active participants
5,089
With balances
5,192

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
Capfinancial Partners, Llc CRD 175112 fuzzy_auto · 96% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping, Participant loan processing, Direct payment from the plan $537,875
Capfinancial Partners Llc Dba Captr Consulting (pension), Investment advisory (plan), Direct payment from the plan $120,023
Pkf O'connor Davies Llp Accounting $29,505
Empower Advisory Group, Llc Investment advisory (participants), Direct payment from the plan $14,296