AUMdb

Southern Orthodontic Partners 401(k) Plan

Sponsored by Southern Orthodontic Partners Management, Llc · EIN 841833465 · Plan #001

Total assets
$30.1M
Net assets
$30.1M
Active participants
925
With balances
606

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
Raymond James Financial Services Other fees $0
Access Retirement Services, Llc Other services $0
Ascensus Other services $0