Progressivehealth 401(k) Plan
Sponsored by Progressivehealth Rehabilitation, Inc · EIN 351907348 · Plan #001
- Total assets
- $34.6M
- Net assets
- $34.6M
- Active participants
- 682
- With balances
- 943
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners | Investment advisory (plan) | $52,925 |
| Transamerica Life Insurance O | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $46,708 |
| Compensation Systems Inc | Recordkeeping, Participant loan processing, Recordkeeping fees | $40,945 |
| Kruggel Lawton & Co | Accounting | $5,000 |
| Best Money Moves Llc | Consulting (pension) | $2,160 |
| Mml Investors Services | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $0 |