AUMdb

Medical Health Associates Of Western New York, Pllc 401 (K) And Profit Sharing Plan

Sponsored by Medical Health Associates Of Western New York, Pllc · EIN 814941165 · Plan #001

Total assets
$29.1M
Net assets
$29.1M
Active participants
200
With balances
260

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
Lawley Retirement Advisors, Llc CRD 282786 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
John Hancock Recordkeeping, Participant loan processing, Float revenue $43,296
Lawley Retirement Advisors Llc Investment advisory (plan) $22,672