Pa Options For Wellness 401(k) Plan
Sponsored by Pa Options For Wellness · EIN 475026829 · Plan #001
- Total assets
- $1.3M
- Net assets
- $1.3M
- Active participants
- 162
- With balances
- 330
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 |
|---|---|---|
| Stonebridge Financial Group, Llc CRD 340200 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stonebridge Financial Group | Investment advisory (plan) | $5,574 |