Casper Orthopaedic Associates, Pc 401(k) Profit Sharing Plan
Sponsored by Casper Orthopaedic Associates, Pc · EIN 830231437 · Plan #002
- Total assets
- $20.6M
- Net assets
- $20.6M
- Active participants
- 95
- With balances
- 129
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 |
|---|---|---|
| Stifel | Investment management, Securities brokerage | $36,372 |
| Securian | Investment management, Securities brokerage | $9,764 |
| Nwm | Investment management, Securities brokerage | $9,403 |
| Raymond James | Investment management, Securities brokerage | $6,649 |