Mary Washington Healthcare 401(k) Plan
Sponsored by Mary Washington Healthcare · EIN 541240646 · Plan #002
- Total assets
- $270K
- Net assets
- $270K
- Active participants
- 49
- With balances
- 49
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Ins Ops Co Llc | Participant loan processing, Recordkeeping fees, Account maintenance fees | $64,418 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $19,865 |
| Resources Investment Advisors Llc | Consulting (general) | $18,400 |
| Baker Tilly Us, Llp | Accounting | $17,003 |
| Onedigital Investment Advisors, Llc | Consulting (general) | $4,966 |
| Brighthouse Life Insurance Company | Recordkeeping fees, Account maintenance fees | $90 |