AUMdb

Therapy South, Llc 401(k) Plan

Sponsored by Therapy South, Llc · EIN 205071801 · Plan #001

Total assets
$21.8M
Net assets
$21.8M
Active participants
326
With balances
346

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
Sunburst Financial Recordkeeping, Trustee (institutional), Other services $53,090
Adp, Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $1,755
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0