Atlantic Orthopaedic Specialists 401(k) Profit Sharing Retirement Plan
Sponsored by Vann Virginia Center For Orthopaedics, P.C. · EIN 541869072 · Plan #001
- Total assets
- $27.7M
- Net assets
- $27.7M
- Active participants
- 230
- With balances
- 279
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 |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cambridge Investment Research, Inc. | Investment advisory (plan) | $60,464 |
| Jpmorgan Investment Holdings Llc | Recordkeeping fees | $5,669 |
| Pbmares, Llp | Contract administrator | $3,735 |