Hulst Jepsen Physical Therapy 401(k) Plan
Sponsored by Hulst Jepsen Physical Therapy · EIN 300002044 · Plan #001
- Total assets
- $10.0M
- Net assets
- $10.0M
- Active participants
- 143
- With balances
- 157
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | 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 |
|---|---|---|
| Global Retirement Partners, Llc | Investment advisory (plan) | $14,279 |
| Empower Advisory Group | Investment management | $875 |
| Kdp Retirement Plan Services | Contract administrator | $396 |
| Raymond James Financial Services | Other commissions | $0 |
| Empower Annuity Insurance Co Of Am. | Recordkeeping fees | $0 |