AUMdb

The York Water Company 401(k) Plan

Sponsored by The York Water Company · EIN 231242500 · Plan #003

Total assets
$16.5M
Net assets
$16.5M
Active participants
124
With balances
150

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Merrill Lynch Pierce Fenner & Smith Investment advisory (plan) $39,247
Empower Annuity Insurance Company Recordkeeping fees $21,051