Shuman Physical Therapy Assoc. 401(k) Profit Sharing Plan
Sponsored by Shuman Physical Therapy Associates, Pc · EIN 161414257 · Plan #001
- Total assets
- $15.0M
- Net assets
- $15.0M
- Active participants
- 223
- With balances
- 184
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
| The Ameriflex Group, Inc. CRD 305585 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Recordkeeping, Trustee (directed), Participant loan processing | $0 |
| Rimkus,Marciano & Assco.Inc | Recordkeeping | $0 |
| Commonwealth Financial Network | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $0 |
| Nationwide | Recordkeeping, Trustee (directed), Participant loan processing | $0 |
| The Ameriflex Group | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $0 |