AUMdb

Rite Of Passage Adolescent Treatment Centers And Schools, Inc. Retirement & Savings Plan

Sponsored by Rite Of Passage Adolescent Treatment Centers And School, Inc. · EIN 680038804 · Plan #001

Total assets
$3.5M
Net assets
$3.5M
Active participants
368
With balances
131

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

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
Nationwide Financial Recordkeeping, Participant loan processing, Investment management fees (indirect) $9,861
Norton James Retirement Services Recordkeeping, Participant loan processing, Recordkeeping fees $6,363
Lincoln Investment Planning Investment management fees (indirect) $0