Success Rehabilitation, Inc. 401(k) Profit Sharing Plan
Sponsored by Success Rehabilitation, Inc. · EIN 232590923 · Plan #002
- Total assets
- $8.9M
- Net assets
- $8.9M
- Active participants
- 265
- With balances
- 299
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 |
|---|---|---|
| M Holdings Securities, Inc. CRD 43285 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| M Holding Securities, Inc | Investment advisory (plan) | $29,608 |
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $14,170 |
| The Mandmarblestone Group Ll | Contract administrator | $3,210 |
| M Financial Securities Marketing In | Other commissions | $0 |