AUMdb

Smw Health Network 401(k) Plan

Sponsored by Smw Health Network, Llc · EIN 843487711 · Plan #001

Total assets
$2.3M
Net assets
$2.3M
Active participants
214
With balances
269

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
The Standard Contract administrator, Participant loan processing, Direct payment from the plan $6,965
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $0
Marshmclennon Agency Investment advisory (plan), Other fees $0