AUMdb

Animas Surgical Hospital, Llc 401 K Plan & Trust

Sponsored by Animas Surgical Hospital, Llc · EIN 161632441 · Plan #001

Total assets
$9.3M
Net assets
$9.3M
Active participants
198
With balances
152

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
Western Wealth Management Llc CRD 283545 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Western Wealth Management Investment advisory (participants), Investment management fees (direct), Investment advisory (plan) $43,652
The Vanguard Group, Inc. Recordkeeping $11,819