AUMdb

Healthworks 401(k) Profit Sharing Plan

Sponsored by Healthworks Fitness Centers, Inc · EIN 043340949 · Plan #001

Total assets
$10.9M
Net assets
$10.9M
Active participants
175
With balances
236

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Merrill Lynch Pierce Fenner & Smith Investment management fees (indirect), Recordkeeping, Consulting (pension) $32,888
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $29,338
Adp Broker Dealer Other services, Other fees $0