Advisewell, Inc. Retirement Savings Plan
Sponsored by Advisewell, Inc. · EIN 721081340 · Plan #001
- Total assets
- $4.6M
- Net assets
- $4.6M
- Active participants
- 18
- With balances
- 100
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $19,981 |
| Ernst & Young Us Llp | Accounting, Direct payment from the plan | $7,030 |