AUMdb

Chambersburg Hospital 401(a) Plan And Trust

Sponsored by Wellspan Health · EIN 222517863 · Plan #010

Total assets
$7.3M
Net assets
$7.3M
Active participants
1,449
With balances
1,305

Plan year beginning 07/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

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

Service providers

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

Provider Services Direct comp
Stambaugh Ness, Inc. Accounting $12,956
Empower Annuity Insurance Company Recordkeeping fees $5,360
Empower Advisory Group, Llc. Investment management $1,179
Charles Schwab & Co., Inc. Securities brokerage $0