Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$23.8M
Filings through .
2 plans aggregated / $26.7M assets / 629 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
ESOP
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | PT SERVICES REHABILITATION INC 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $23.8M | 423 | 2025 |
| #002 | P.T. SERVICES REHABILITATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.9M | 206 | 2025 |