Therapynotes 401(k) Plan
Sponsored by Therapynotes, Llc · EIN 273370857 · Plan #001
- Total assets
- $11.4M
- Net assets
- $11.4M
- Active participants
- 401
- With balances
- 419
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 |
|---|---|---|
| Cetera Advisory Services Llc CRD 285648 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit Plan Admin Services | Consulting (pension), Investment advisory (plan), Investment management fees (direct) | $51,901 |
| Cetera Advisors Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $43,572 |