Orthosouth 401(k) Profit Sharing Plan
Sponsored by Msk Group, Pc Dba Orthosouth · EIN 620819926 · Plan #001
- Total assets
- $92.8M
- Net assets
- $92.8M
- Active participants
- 526
- With balances
- 511
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 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 98% | 2024 |
| Janney Montgomery Scott Llc CRD 463 | deterministic · 100% | 2024 |
| J.P. Morgan Securities Llc CRD 79 | deterministic · 100% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 98% | 2024 |
| Diversified Partners Inc CRD 109570 | fuzzy_auto · 93% | 2024 |
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $141,673 |
| Raymond James Financial Services | Investment advisory (participants) | $84,161 |
| Diversified Trust Company, Inc. | Investment advisory (participants) | $47,412 |
| Charles Schwab & Company, Inc. | Investment advisory (participants) | $34,311 |
| Janney Montgomery Scott | Investment advisory (participants) | $20,106 |
| Ubs Financial Services, Inc. | Investment advisory (participants) | $19,620 |
| Ftb Advisors, Inc. | Investment advisory (participants) | $19,409 |
| Burleigh Consulting Group, Inc. | Other services, Other fees | $0 |
| J P Morgan Securities Llc | Investment advisory (participants), Investment advisory (plan), Other fees | $0 |