Humpal Physical Therapy P.C. 401 K Plan
Sponsored by Humpal Physical Therapy P.C. · EIN 742681791 · Plan #001 · Corpus Christi, TX
- Total assets
- $4.7M
- Net assets
- $4.7M
- Active participants
- 188
- With balances
- 232
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 |
|---|---|---|
| Strategic Wealth Management, Llc CRD 171908 | deterministic · 100% | 2024 |
| Ameriprise Financial Services, Llc CRD 6363 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pcs Retirement, Llc | Claims processing, Contract administrator, Recordkeeping | $46,481 |
| Admin316 | Plan administrator | $20,146 |
| Ameriprise Financial | Investment advisory (plan) | $16,117 |
| Benefitexcel | Investment advisory (plan) | $8,058 |
| Strategic Wealth Management | Investment advisory (plan) | $7,655 |