Orthosynetics, Inc. 401(k) Profit Sharing Plan
Sponsored by Orthosynetics, Inc. · EIN 721278948 · Plan #001
- Total assets
- $14.8M
- Net assets
- $14.8M
- Active participants
- 381
- With balances
- 274
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 (plan) | $36,911 |
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $15,721 |
| Postlethwaite & Netterville A Profe | Accounting | $7,031 |