Wachusett Healthcare 401(k) Plan
Sponsored by Wachusett Ventures · EIN 462458587 · Plan #001 · North Easton, MA
- Total assets
- $2.5M
- Net assets
- $2.5M
- Active participants
- 225
- With balances
- 137
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Advisors | Investment advisory (participants) | $68 |
| The Rose Financial Group | Other services | $0 |
| Morningstar | Investment advisory (plan) | $0 |