Medical Management & Rehab Services Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Medical Management & Rehab Services Inc. · EIN 521978838 · Plan #001
- Total assets
- $3.7M
- Net assets
- $3.7M
- Active participants
- 216
- With balances
- 249
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 |
|---|---|---|
| Wpg Advisers, Llc CRD 291708 | deterministic · 100% | 2024 |
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Investment management, Shareholder servicing fees | $11,996 |
| Wpg Advisers, Llc | Investment management, Shareholder servicing fees | $7,503 |
| Proaccount | Investment advisory (participants) | $7,465 |
| Kestra Advisory Services, Llc | Investment management, Shareholder servicing fees | $4,071 |
| Nationwide | Investment management, Shareholder servicing fees | $1,245 |
| Nationwide Retirement Plans | Investment management, Shareholder servicing fees | $804 |