New Directions Behavioral Health 401(k) Profit Sharing Plan And Trust
Sponsored by New Directions Behavioral Health, Llc · EIN 431698690 · Plan #001
- Total assets
- $75.6M
- Net assets
- $75.6M
- Active participants
- 758
- With balances
- 936
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mma Securities | Investment advisory (plan) | $50,000 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $45,694 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $10,127 |