AUMdb

White Wilson Medical Center Profit Sharing & 401(k) Plan &Tr

Sponsored by White Wilson Medical Center, Pa · EIN 593000333 · Plan #001

Total assets
$39.8M
Net assets
$39.8M
Active participants
240
With balances
283

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
Raymond James Recordkeeping, Trustee (institutional), Other services $112,441
Adp, Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $38,033
Charles Schwab Investment Mgmt Inc. Securities brokerage $37