AUMdb

North Platte Physical Therapy Services, Inc. Profit Sharing Plan

Sponsored by North Platte Physical Therapy Services, Inc. · EIN 830283425 · Plan #001

Total assets
$22.8M
Net assets
$22.8M
Active participants
116
With balances
109

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Edward D. Jones & Co., L.P. CRD 250 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Edward D. Jones & Co., L.P. Investment advisory (participants) $38,933
Wilshire Associates Inc (Usa) Investment advisory (participants) $4,129
John Hancock Life Insurance Company Consulting (general) $950