Trehab 401(k) Profit Sharing Plan
Sponsored by Trehab · EIN 231729514 · Plan #001
- Total assets
- $4.2M
- Net assets
- $4.1M
- Active participants
- 91
- With balances
- 119
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 |
|---|---|---|
| Northeast Advisers Inc CRD 108835 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Northeast Advisors Inc. | Investment advisory (participants), Investment advisory (plan), Investment management | $36,351 |
| Alerus Financial, N.A | Recordkeeping, Trustee (institutional), Trustee (directed) | $1,660 |