AUMdb

Ascend Rehab Profit Sharing Plan

Sponsored by Ascend Rehab Services, Inc. · EIN 200927823 · Plan #002

Total assets
$4.7M
Net assets
$4.7M
Active participants
205
With balances
207

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Offset plan

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
Transamerica Life Insurance Company Recordkeeping, Participant loan processing, Investment management fees (indirect) $4,720
Economic Group Pension Services, Ll Recordkeeping, Participant loan processing, Recordkeeping fees $765
Mesirow Financial, Inc. Investment advisory (plan) $496
Mml Investors Services, Llc Insurance agents and brokers, Insurance services, Insurance brokerage commissions $0