Orthopedic Specialists Of Sw Florida, P.A. 401(k) Profit Sharing Plan
Sponsored by Orthopedic Specialists Of Sw Florida, P.A. · EIN 651011457 · Plan #001
- Total assets
- $34.7M
- Net assets
- $34.7M
- Active participants
- 129
- With balances
- 234
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 |
|---|---|---|
| M Holdings Securities, Inc. CRD 43285 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Investment advisory (participants) | $0 |
| Nationwide | Investment advisory (participants) | $0 |
| Nationwide | Investment advisory (participants) | $0 |
| Ppa/Tpa | Investment advisory (participants) | $0 |
| Iron Co Fid Traditional | Investment advisory (participants) | $0 |
| M Holdings Securities, Inc. | Investment advisory (participants) | $0 |
| M Holdings Securities, Inc. | Investment advisory (participants) | $0 |