AUMdb

New Vitae Wellness And Recovery 401(k) Retirement Plan

Sponsored by Mount Trexler Manor, Inc. · EIN 232627394 · Plan #001

Total assets
$5.6M
Net assets
$5.6M
Active participants
172
With balances
204

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
Kestra Investment Services, Llc Investment management fees (indirect) $0
Pcs Retirement, Llc Claims processing $0