Hope Orthopedics Of Oregon 401(k) Profit Sharing Plan
Sponsored by Willamette Orthopedic Group, Llc · EIN 203530156 · Plan #002
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| Aldrich Wealth, Limited Partnership CRD 147200 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kuenzi & Company Llc | Contract administrator | $39,910 |
| Aldrich Wealth Limited Partnership | Investment advisory (plan) | $26,104 |
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $24,606 |
| Prime Retirement Solutions Llc | Contract administrator | $9,500 |