AUMdb

Orthopaedic Associates Of Allentown Profit Sharing 401(k) Plan

Sponsored by Orthopaedic Associates Of Allentown · EIN 231857130 · Plan #004

Total assets
$39.1M
Net assets
$39.1M
Active participants
142
With balances
216

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
Trinity Fund Advisors Llc CRD 310217 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Lincoln National Corporation Contract administrator $81,541
Trinity Advisors Investment advisory (plan) $47,665