Parkview Orthopaedic Group, S.C. Profit Sharing Plan And Trust
Sponsored by Parkview Orthopaedic Group, S.C. · EIN 362645598 · Plan #003
- Total assets
- $28.9M
- Net assets
- $28.9M
- Active participants
- 105
- With balances
- 127
Plan year beginning 02/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial Llc | Investment advisory (plan), Finders' fees/placement fees | $35,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $703 |