Encompass Medical Group, P.A. 401(k) Retirement Plan
Sponsored by Encompass Medical Group, P.A. · EIN 481229965 · Plan #001
- Total assets
- $26.5M
- Net assets
- $26.5M
- Active participants
- 174
- With balances
- 209
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Cetera Investment Advisers Llc | Recordkeeping, Consulting (pension), Direct payment from the plan | $29,439 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $25,583 |
| Modern Wealth Management, Llc | Recordkeeping, Consulting (pension), Direct payment from the plan | $25,418 |
| James A. Reichert | Recordkeeping, Consulting (pension), Direct payment from the plan | $14,060 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees | $0 |