AUMdb

Select Pt, Ot & Slp Rehabilitation Ny, Pllc 401(k) Plan

Sponsored by Select Pt, Ot & Slp Rehabilitation · EIN 263531640 · Plan #001

Total assets
$5.9M
Net assets
$5.9M
Active participants
503
With balances
184

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Lpl Financial, Llc Investment advisory (plan) $18,368
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $1,750