Gem City Bone & Joint, P.C. Pension Plan
Sponsored by Gem City Bone & Joint, P.C. · EIN 830219655 · Plan #004
- Total assets
- $10.7M
- Net assets
- $10.7M
- Active participants
- 131
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wealth Management Advisors, Llc CRD 171260 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wealth Management Advisors, Llc | Investment advisory (participants), Investment advisory (plan) | $35,637 |