AUMdb

Burger Physical Therapy Profit Sharing & 401(k) Plan

Sponsored by Burger Rehabilitation Systems, Inc. · EIN 841251420 · Plan #002

Total assets
$11.1M
Net assets
$11.1M
Active participants
155
With balances
201

Plan year beginning 01/01/2024 · 401(k)

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
Securities America Advisors Inc Investment advisory (plan) $26,363
Cota Street Investment Management Investment management $21,659
World Investment Advisors Llc Other fees $5,273
Empower Annuity Insurance Company O Recordkeeping fees $0