AUMdb

Wirt County Health Association, Inc. 401(k) Plan

Sponsored by Wirt County Health Association, Inc. · EIN 310942184 · Plan #001

Total assets
$5.7M
Net assets
$5.7M
Active participants
147
With balances
123

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Raymond James Investment advisory (plan) $20,517
Empower Annuity Insurance Company Recordkeeping fees $1,145
Empower Advisory Group, Llc Investment management $158
Metro Benefits Inc Contract administrator $0