Coastal Orthopedics & Sports Medicine Of Southwest Florida 401(k) Profit Sharing Plan
Sponsored by Coastal Orthopedics & Sports Medicine Of Southwest Florida, P.A. · EIN 591466615 · Plan #002
- Total assets
- $25.2M
- Net assets
- $25.2M
- Active participants
- 214
- With balances
- 309
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 |
|---|---|---|
| Ifp Advisors, Llc CRD 125112 | deterministic · 100% | 2024 |
| Bison Wealth, Llc CRD 299805 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ifp Advisors, Inc. | Investment advisory (participants) | $50,975 |
| Nationwide | Recordkeeping, Recordkeeping fees, Account maintenance fees | $49,097 |
| Newport Group, Inc. | Recordkeeping, Consulting (pension), Participant communication | $28,526 |
| Bison Wealth Llc | Investment advisory (participants) | $20,490 |