Orthopaedics Northeast, Pc Profit Sharing Plan
Sponsored by Orthopaedics Northeast, Pc · EIN 351496097 · Plan #002
- Total assets
- $104M
- Net assets
- $104M
- Active participants
- 339
- With balances
- 525
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 |
|---|---|---|
| Vestia Advisors, Llc CRD 290565 | deterministic · 100% | 2024 |
| Larson Financial Group, Llc CRD 140599 | deterministic · 100% | 2024 |
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Vestia Personal Wealth Advisors | Consulting (general), Investment advisory (plan) | $27,183 |
| Pensionmark Financial | Consulting (general), Investment advisory (plan), Sub-transfer agency fees | $15,000 |
| Futureplan | Recordkeeping, Consulting (general), Sub-transfer agency fees | $11,167 |
| Larson Financial Group | Consulting (general), Investment advisory (plan) | $7,932 |
| World Investment Advisors | Consulting (general), Investment advisory (plan) | $5,000 |