Baton Rouge Orthopaedic Clinic, Llc Profit Sharing Plan And Trust
Sponsored by Baton Rouge Orthopaedic Clinic, Llc · EIN 721460193 · Plan #001
- Total assets
- $82.7M
- Net assets
- $82.7M
- Active participants
- 312
- With balances
- 367
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 |
|---|---|---|
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 94% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Charles Schwab | Investment advisory (participants), Investment management, Investment management fees (direct) | $206,683 |
| Oneamerica Retirement Services Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $96,744 |
| Raymond James | Investment advisory (participants), Investment management, Investment management fees (direct) | $63,564 |
| Pershing | Investment advisory (participants), Investment management, Investment management fees (direct) | $59,358 |
| Fidelity | Investment advisory (participants), Investment management, Investment management fees (direct) | $30,986 |
| Wells Fargo | Investment advisory (participants), Investment management, Investment management fees (direct) | $25,578 |
| Morgan Stanley | Investment advisory (participants), Investment management, Investment management fees (direct) | $22,462 |
| Assetmark Trust Company | Investment advisory (participants), Investment management, Investment management fees (direct) | $6,444 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |