AUMdb

Boothby Therapy Services 401(k) Plan

Sponsored by Boothby Therapy Services · EIN 113781214 · Plan #002

Total assets
$7.2M
Net assets
$7.2M
Active participants
172
With balances
151

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
Human Interest Advisors Llc CRD 269875 fuzzy_auto · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Michael Fogarty Investment advisory (plan) $20,808
Human Interest Advisor Llc Contract administrator, Investment advisory (plan), Investment management fees (direct) $12,580