Kinetic Physical Therapy And Wellness 401(k) Plan
Sponsored by Kinetic Physical Therapy And Wellness, Inc · EIN 272760356 · Plan #001
- Total assets
- $6.2M
- Net assets
- $6.2M
- Active participants
- 284
- With balances
- 139
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 |
|---|---|---|
| Truist Advisory Services, Inc. CRD 283390 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $24,770 |
| Truist Advisory Services Inc | Investment advisory (plan) | $17,327 |
| Barrow, Parris & Davenport, Pa | Accounting | $12,600 |