Fox Management Rehabilitation Services Llc 401(k) Plan
Sponsored by Fox Management Rehabilitation Services Llc · EIN 833020179 · Plan #001
- Total assets
- $122M
- Net assets
- $122M
- Active participants
- 3,489
- With balances
- 4,250
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 |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Financial Life Ins Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $179,337 |
| Usi Advisors Inc | Consulting (general), Insurance services, Investment advisory (plan) | $65,000 |
| Cbiz Cpas P.C. | Accounting, Direct payment from the plan | $49,875 |