Spine Team Texas, Pa Profit Sharing 401(k) Plan And Trust
Sponsored by Spine Team Texas, P.A. · EIN 201696636 · Plan #001
- Total assets
- $10.2M
- Net assets
- $10.2M
- Active participants
- 256
- With balances
- 193
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services | Investment advisory (participants) | $12,683 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $8,455 |