Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan And Trust
Sponsored by Capital Region Orthopaedic Associates, P.C. · EIN 141633562 · Plan #001
- Total assets
- $66.8M
- Net assets
- $66.8M
- Active participants
- 384
- With balances
- 542
Plan year beginning 05/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Greenbush Financial Group, Llc CRD 125500 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Greenbush Financial Group | Investment advisory (plan) | $78,306 |
| Compass360 Llc | Contract administrator | $12,286 |
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $2,571 |