Physicians For Women's Health, Llc Savings And Retirement Plan
Sponsored by Physicians For Women's Health, Llc · EIN 061483728 · Plan #001
- Total assets
- $213M
- Net assets
- $213M
- Active participants
- 1,210
- With balances
- 1,620
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 |
|---|---|---|
| Summit Planning Group, Inc. CRD 125994 | deterministic · 100% | 2024 |
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co Americ | Recordkeeping fees | $279,014 |
| Summit Planning Group | Investment management | $107,963 |
| Fiducient Advisors | Investment advisory (plan) | $74,749 |
| The Pension Service, Inc. | Actuarial | $30,590 |