AUMdb

Elwyn, Inc. Retirement Plan

Sponsored by Elwyn · EIN 231352117 · Plan #001

Total assets
$43.0M
Net assets
$43.0M
Active participants
648
With balances
0

Plan year beginning 01/01/2024

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
Mill Creek Capital Advisors, Llc Investment management fees (direct) $152,846
Brinker Capital Inc. Investment management fees (direct) $54,647