AUMdb

Pts Employee's 401(k) Plan

Sponsored by Professional Therapy Services, Inc. · EIN 371087415 · Plan #001

Total assets
$22.3M
Net assets
$22.3M
Active participants
330
With balances
250

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
Lincoln National Corporation Contract administrator $77,159
Wells Fargo Clearing Svces(wf Advs) Investment advisory (plan), Other fees $52,823
Cj Schlosser & Company Llc Accounting $17,588