AUMdb

Team Rehabilitation 401(k) Plan

Sponsored by Team Rehabilitation Services Llc · EIN 412064132 · Plan #001

Total assets
$77.0M
Net assets
$77.0M
Active participants
1,736
With balances
2,142

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
Morgan Stanley Smith Barney Recordkeeping, Trustee (institutional), Other services $68,006
Adp, Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $54,044
Charles Schwab & Co, Inc. Shareholder servicing fees, Securities brokerage $158