Sterling Ridge Orthopaedics 401 K Plan
Sponsored by Sterling Ridge Orthopaedics And Sports Medicine · EIN 202100365 · Plan #001
- Total assets
- $10.3M
- Net assets
- $10.3M
- Active participants
- 117
- With balances
- 143
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 |
|---|---|---|
| M2 Financial Llc CRD 288829 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| M2 Financial Llc | Investment advisory (plan), Direct payment from the plan | $36,549 |
| Newport Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $23,254 |