AUMdb

Brooks Rehabilitation 401(k) Retirement Plan

Sponsored by Genesis Health, Inc. D/B/A Brooks Rehabilitation · EIN 592249370 · Plan #003

Total assets
$16.2M
Net assets
$16.2M
Active participants
294
With balances
468

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
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $34,205
Nfp Retirement Inc Consulting (general), Insurance services, Insurance brokerage commissions $10,000
National Financial Services Securities brokerage, Securities brokerage commissions $0
Charles Schwab & Co, Inc. Securities brokerage, Securities brokerage commissions $0