West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan
Sponsored by West Tennessee Bone & Joint Institute · EIN 620913372 · Plan #002
- Total assets
- $39.1M
- Net assets
- $39.1M
- Active participants
- 209
- With balances
- 253
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 |
|---|---|---|
| Financial Partners Group, Inc. CRD 288644 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Financial Partners Group, Llc | Investment advisory (plan) | $64,088 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $24,173 |
| Hub International Gulf South Limite | Contract administrator | $4,111 |