Elite Sports Medicine & Orthopaedic Center, Plc 401(k)profit Sharing Plan
Sponsored by Elite Sports Medicine And Orthopaedic Center, Plc · EIN 203544685 · Plan #001
- Total assets
- $31.2M
- Net assets
- $31.2M
- Active participants
- 290
- With balances
- 335
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc | Investment advisory (participants), Investment advisory (plan), Investment management | $40,519 |
| Crosslin Pllc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $9,400 |
| American United Life Insurance Co | Recordkeeping, Participant communication, Recordkeeping fees | $920 |