Augusta Orthopedic & Sports Medicine Specialists, P.C. 401(k) Profit Sharing Plan
Sponsored by Augusta Orthopedic & Sports Medicine Specialists, P.C. · EIN 581327528 · Plan #002
- Total assets
- $16.5M
- Net assets
- $16.5M
- Active participants
- 113
- With balances
- 141
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Apollon Wealth Management, Llc CRD 291902 | deterministic · 100% | 2024 |
| The Marin Group Inc. CRD 125217 | fuzzy_auto · 96% | 2024 |
| Strategic Financial Management, Llc CRD 157376 | deterministic · 100% | 2024 |
| Firethorn Wealth Partners, Llc CRD 297634 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Apollon Wealth Management | Investment advisory (participants) | $35,211 |
| The Mahurin Group | Investment advisory (participants) | $19,714 |
| Jacqueline Lister | Investment advisory (participants) | $18,675 |
| Strategic Financial Management | Investment advisory (participants) | $16,200 |
| Firethorn Wealth Partners | Investment advisory (participants) | $2,991 |
| John Hancock Life Insurance | Recordkeeping, Investment management, Sub-transfer agency fees | $804 |