Westside Children's Therapy 401(k) Plan
Sponsored by Westside Children's Therapy · EIN 261120233 · Plan #001
- Total assets
- $5.4M
- Net assets
- $5.4M
- Active participants
- 662
- With balances
- 468
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 |
|---|---|---|
| Transamerica Financial Life Ins | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $28,250 |
| Admin. Group, Llc Dba Tag Resources | Recordkeeping, Participant loan processing, Recordkeeping fees | $24,550 |
| Coulter & Justus Pc | Accounting | $6,500 |