Axia Women's Health 401(k) Profit Sharing Plan
Sponsored by Regional Women's Health Group, Llc · EIN 223693606 · Plan #002
- Total assets
- $324M
- Net assets
- $324M
- Active participants
- 2,120
- With balances
- 3,234
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $105,631 |
| Creative Planning Llc | Investment advisory (plan) | $100,190 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $47,717 |