Golden Bear Physical Therapy Sports Injury Center, Inc. 401(k) Plan
Sponsored by Golden Bear Physical Therapy Sports Injury Center, Inc. · EIN 770581305 · Plan #001
- Total assets
- $30.5M
- Net assets
- $30.5M
- Active participants
- 1,260
- With balances
- 760
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Life Insurance Company | Recordkeeping, Soft dollars commissions, Shareholder servicing fees | $68,502 |
| Creative Planning, Llc | Investment advisory (participants) | $37,129 |