Ventura Orthopedics Medical Group, Inc. 401(k) Profit Sharing Plan
Sponsored by Ventura Orthopedics Medical Group, Inc. · EIN 952597753 · Plan #001
- Total assets
- $35.7M
- Net assets
- $35.7M
- Active participants
- 234
- With balances
- 302
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 |
|---|---|---|
| Wespac Advisors, Llc CRD 148242 | deterministic · 100% | 2024 |
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
| Mariner, Llc CRD 140195 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wespac Advisors, Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $50,724 |
| Lpl Financial | Investment advisory (participants), Investment management | $39,545 |
| Mariner Llc | Investment advisory (participants), Investment management | $21,314 |
| Merrill | Investment advisory (participants), Investment management | $18,533 |
| Charles Schwab Trust Bank | Contract administrator, Account maintenance fees | $7,223 |
| Wespac Plan Services, Llc | Contract administrator, Recordkeeping, Participant loan processing | $7,130 |