Noi Profit Sharing Plan
Sponsored by Orthopedic Institute Of Newport Beach Limited Partnership · EIN 800856095 · Plan #015
- Total assets
- $3.1M
- Net assets
- $3.1M
- Active participants
- 149
- With balances
- 191
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing
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 |
|---|---|---|
| Jackson Financial Management | Investment advisory (participants) | $23,311 |