Psychotherapeutic 401(k) Profit Sharing Plan And Trust
Sponsored by Psychotherapeutic Evaluational Programs, Inc. · EIN 113080875 · Plan #001
- Total assets
- $12.1M
- Net assets
- $12.1M
- Active participants
- 156
- With balances
- 196
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $41,006 |
| Osaic Wealth, Inc. | Investment advisory (plan) | $22,757 |
| Bonadio & Co, Llp | Accounting, Other fees | $9,375 |
| Signature Pension Consulting Servic | Contract administrator, Consulting (pension), Direct payment from the plan | $6,250 |
| Empower Advisory Group, Llc | Investment management | $4,591 |
| Payroll Integrations Inc. | Other services, Other fees | $2,210 |
| Signature Pension Consulting Servic | Contract administrator, Consulting (pension), Direct payment from the plan | $0 |
| Bonadio & Co Llp | Accounting, Direct payment from the plan, Other fees | $0 |
| Osaic Wealth, Inc. | Investment advisory (plan) | $0 |