New Healthworks, Inc. 401(k) Plan
Sponsored by New Healthworks, Inc. · EIN 922675239 · Plan #001
- Total assets
- $5.3M
- Net assets
- $5.3M
- Active participants
- 94
- With balances
- 125
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Financial Network | Investment advisory (plan) | $45,830 |
| Lincoln National Corporation | Recordkeeping fees | $29,824 |
| M2 B Retirement Consulting, Llc | Consulting (pension), Participant loan processing, Other services | $2,600 |
| Anchor 3(16) Fiduciary Services Llc | Named fiduciary, Direct payment from the plan | $774 |