AUMdb

New Summit Rehabilitation And Health, Llc 401(k) Plan

Sponsored by New Summit Rehabilitation And Health, Llc · EIN 473446479 · Plan #001

Total assets
$1.3M
Net assets
$1.3M
Active participants
89
With balances
116

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
Mma Securities Llc CRD 44254 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $23,533
Mma Securities Llc Investment advisory (plan) $7,154
Administrative Retirement Services Other fees $360