Premier Orthopaedics & Sports Medicine, P.L.C. 401(k) Profit Sharing Plan
Sponsored by Premier Orthopaedics & Sports Medicine, P.L.C. · EIN 621619606 · Plan #001
- Total assets
- $18.1M
- Net assets
- $18.1M
- Active participants
- 89
- With balances
- 129
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 |
|---|---|---|
| Thoroughbred Financial Services, Llc CRD 47893 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| A&G Financial Management, Llc | Investment advisory (participants), Investment management, Direct payment from the plan | $30,400 |
| Thoroughbred Financial Serv | Investment advisory (participants), Direct payment from the plan | $8,273 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $7,937 |
| Robinson Grimes And Company Pc | Accounting, Direct payment from the plan | $6,800 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $73 |