Barrington Orthopedic Specialists, Ltd. 401(k) Profit Sharing Plan
Sponsored by Barrington Orthopedic Specialists, Ltd. · EIN 363062013 · Plan #003
- Total assets
- $46.2M
- Net assets
- $46.2M
- Active participants
- 184
- With balances
- 192
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 |
|---|---|---|
| Mission Wealth Management, Lp CRD 113057 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Minnesota Life | Investment management fees (direct) | $0 |
| Charles Schwab & Co, Inc. | Insurance brokerage commissions | $0 |
| Mission Wealth Management Lp | Investment management | $0 |
| Minnesota Life | Recordkeeping, Custodial (other), Custodial (securities) | $0 |