Southern Orthopedic Associates 401(k) Profit Sharing Plan
Sponsored by Southern Orthopedic Associates, Sc · EIN 371395805 · Plan #001
- Total assets
- $22.3M
- Net assets
- $22.3M
- Active participants
- 104
- With balances
- 233
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 |
|---|---|---|
| Mcf Advisors, Llc CRD 130372 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $99,349 |
| Mcf Advisors Llc | Investment advisory (plan) | $47,711 |
| Empower Advisory Group, Llc | Investment management | $3,956 |