AUMdb

Network Therapy Services, Llc 401(k) Plan

Sponsored by Network Therapy Services, Llc · EIN 455588268 · Plan #001

Total assets
$12.7M
Net assets
$12.7M
Active participants
326
With balances
238

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
Creative Planning Institutional Advisors, Llc CRD 126777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $9,007
Sageview Advisory Group Llc Investment advisory (plan), Direct payment from the plan $5,489
National Financial Services Securities brokerage, Securities brokerage commissions $0