Tx Team Rehab, Inc. 401(k) Profit Sharing Plan
Sponsored by Tx Team Rehab, Inc. · EIN 351565294 · Plan #002
- Total assets
- $9.3M
- Net assets
- $9.3M
- Active participants
- 172
- With balances
- 144
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 |
|---|---|---|
| Transamerica Financial Advisors, Llc CRD 16164 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $948 |
| Mesirow Financial, Inc. | Investment advisory (plan) | $394 |
| Transamerica Financial Advisors Inc | Investment advisory (plan) | $8 |
| Retirement Plan Concepts & Services | Recordkeeping, Participant loan processing, Recordkeeping fees | $0 |