Physical Therapy & Sports Medicine Centers 401(k) Plan
Sponsored by Anb Ptsma Holdings, Inc. · EIN 061569920 · Plan #002
- Total assets
- $21.8M
- Net assets
- $21.8M
- Active participants
- 289
- With balances
- 336
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 |
|---|---|---|
| Connecticut Wealth Management, Llc CRD 154310 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Sub-transfer agency fees | $2,152 |
| Connecticut Wealth Mngmt | Investment advisory (participants) | $0 |