AUMdb

Rehabilitation Associates, Inc. 401(k) Plan

Sponsored by Rehabilitation Associates, Inc. · EIN 061109649 · Plan #001

Total assets
$25.2M
Net assets
$25.2M
Active participants
263
With balances
212

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
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $1,684
Wells Thomas. Llc Contract administrator, Other services, Direct payment from the plan $500
Josephson & Josephson Cpa's P.C. Accounting, Other fees $0
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0
Lpl Financial Llc Other services, Other fees $0