AUMdb

Pt Services Rehabilitation Inc 401(k) Profit Sharing Plan & Trust

Sponsored by Pt Services Rehabilitation Inc · EIN 341222395 · Plan #001

Total assets
$22.6M
Net assets
$22.6M
Active participants
230
With balances
337

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Paychex, Inc. Recordkeeping $31,435
Global Retirement Partners Investment advisory (participants) $22,023
Pease Bell Cpas Llc $15,600
Brouse Mcdowell $0