Brooks Rehabilitation 403(b) Retirement Plan
Sponsored by Genesis Health, Inc. D/B/A Brooks Rehabilitation · EIN 592249370 · Plan #005
- Total assets
- $123M
- Net assets
- $123M
- Active participants
- 1,032
- With balances
- 2,096
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $181,949 |
| Nfp Retirement Inc | Consulting (general), Insurance services, Insurance brokerage commissions | $58,000 |
| Valic | Investment advisory (participants), Direct payment from the plan, Investment management | $707 |
| Charles Schwab & Co, Inc. | Securities brokerage, Securities brokerage commissions | $100 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |