Restore Management 401 K Plan
Sponsored by Restore Therapy Services Ltd · EIN 061727611 · Plan #001
- Total assets
- $34.8M
- Net assets
- $34.8M
- Active participants
- 587
- With balances
- 626
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 |
|---|---|---|
| Waverly Advisors, Llc CRD 115332 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $60,076 |
| Waverly Advisors Llc | Investment advisory (plan) | $48,218 |