Atlantic Physical Therapy Center 401(k) Profit Sharing Plan
Sponsored by Atlantic Physical Therapy Center · EIN 223827496 · Plan #001
- Total assets
- $9.4M
- Net assets
- $9.4M
- Active participants
- 237
- With balances
- 185
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services, Inc. | Investment advisory (plan) | $36,374 |
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $20,432 |
| Red Bank Pension Services, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $1,900 |