Regional Orthopaedic Associates 401(k) Psp
Sponsored by Regional Orthopaedic Associates, P.A. · EIN 510366909 · Plan #003
- Total assets
- $38.9M
- Net assets
- $38.9M
- Active participants
- 156
- With balances
- 221
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 |
|---|---|---|
| Lincoln Financial Group | Investment advisory (plan), Direct payment from the plan | $46,364 |
| The Vanguard Group, Inc. | Other fees, Recordkeeping, Recordkeeping fees | $26,720 |
| Clifton Larson Allen Llp. | Accounting, Direct payment from the plan | $14,243 |