Excel Orthopaedic Specialists Cash Balance Plan
Sponsored by Excel Orthopaedic Specialists · EIN 042746756 · Plan #006
- Total assets
- $7.6M
- Net assets
- $7.6M
- Active participants
- 94
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Shepherd Financial Partners, Llc CRD 169093 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Shepherd Financial Partners | Investment management | $62,617 |