Theory Wellness Inc., 401(k) Profit Sharing Plan
Sponsored by Theory Wellness Inc. · EIN 475615911 · Plan #001
- Total assets
- $2.3M
- Net assets
- $2.3M
- Active participants
- 200
- With balances
- 108
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rmr Wealth Builders Inc | Other fees | $10,759 |
| Eztpa, Llc | Other services | $5,229 |