AUMdb

Orthopaedic Associates, P.A. Profit Sharing 401(k) Plan And Trust

Sponsored by Orthopaedic Associates, P.A. · EIN 592921954 · Plan #001

Total assets
$17.1M
Net assets
$17.1M
Active participants
0
With balances
249

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Nationwide Contract administrator, Insurance agents and brokers, Investment advisory (plan) $54,387
Warren Averett Benefit Consultants Plan administrator, Recordkeeping $39,437