AUMdb

The Therapy Center Of Jdp 401(k) P/S Plan

Sponsored by The Therapy Center Of Jdp · EIN 431953535 · Plan #001

Total assets
$7.8M
Net assets
$7.8M
Active participants
173
With balances
131

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
Wells Fargo Clearing Services, Llc CRD 19616 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Wells Fargo Advisors. Investment advisory (plan), Direct payment from the plan $35,796
Ascensus Llc Recordkeeping fees, Participant loan processing, Other fees $15,831