AUMdb

Northeastern Rehabilitation Associates, P.C. 401(k) Profit Sharing Plan

Sponsored by Northeastern Rehabilitation Associates, P.C. · EIN 251645055 · Plan #002

Total assets
$31.8M
Net assets
$31.8M
Active participants
128
With balances
162

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
Alliance Wealth Advisors, Llc CRD 288394 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Alliance Wealth Advisors, Llc Investment advisory (plan) $47,799
Benefit Plans Admin Services Recordkeeping, Custodial (securities), Trustee (institutional) $36,923