Orthopedic Associates Of Sw Ohio Inc Profit Sharing 401 K Plan
Sponsored by Orthopedic Associates Of Sw Ohio Inc. · EIN 262292026 · Plan #001
- Total assets
- $34.1M
- Net assets
- $34.1M
- Active participants
- 145
- With balances
- 211
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Ameriprise Financial Services, Llc CRD 6363 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services, Inc | Investment advisory (plan) | $68,221 |
| Ameriprise Financial Services | Investment advisory (plan) | $64,247 |
| Morgan Stanley Smith Barney | Investment advisory (plan) | $34,799 |
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $27,391 |
| Empower Annuity Insurance Co | Recordkeeping fees | $19,511 |
| Key Bank National Association | Investment advisory (plan) | $13,236 |
| Empower Advisory Group | Investment management | $12,728 |
| Prenger & Profitt Llc | Contract administrator | $2,000 |