AUMdb

The Bone & Joint Center, P.C. 401(k) Profit Sharing Plan

Sponsored by The Bone & Joint Center, P.C. · EIN 450321538 · Plan #004

Total assets
$27.0M
Net assets
$27.0M
Active participants
120
With balances
148

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
Bravera Wealth Trustee (institutional), Recordkeeping, Participant loan processing $54,449