First Settlement Physical Therapy 401(k) Plan
Sponsored by First Settlement Physical Therapy, Inc. · EIN 311677991 · Plan #001
- Total assets
- $7.2M
- Net assets
- $7.2M
- Active participants
- 225
- With balances
- 188
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 |
|---|---|---|
| Truist Advisory Services, Inc. CRD 283390 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Truist Advisory Services Inc. | Investment advisory (plan) | $17,247 |
| Empower Annuity Insurance Co Of Ame | Recordkeeping fees | $8,918 |
| 360 Payroll Integration Corp | Other fees | $3,230 |
| Jackson Kelly Pllc | Contract administrator | $2,080 |
| Empower Advisory Group, Llc | Investment management | $45 |