AUMdb

Chambersburg Hospital Bargaining 403(b) Plan

Sponsored by Wellspan Health · EIN 222517863 · Plan #011

Total assets
$83.3M
Net assets
$83.3M
Active participants
1,502
With balances
1,532

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Company Of America Recordkeeping fees $202,259
Empower Advisory Group, Llc Investment management $182,314
Wellspan Health Plan administrator $20,583
Alokdeshpande Dba/ Smartpath Investment advisory (participants) $15,255
Stambaugh Ness, Inc. Accounting $12,288
Charles Schwab & Co., Inc. Securities brokerage $50