Southeast Orthopedic Specialists 401(k) Plan And Trust
Sponsored by Southeast Orthopedic Specialists, Llc · EIN 593696338 · Plan #002
- Total assets
- $25.4M
- Net assets
- $25.4M
- Active participants
- 148
- With balances
- 198
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Onedigital Investment Advisors | Other fees | $45,919 |
| Southeast Orthopedic Specialists | Other fees | $17,164 |
| Retirement Solutions Specialists | Other services | $3,375 |
| Voya Retirement Insurance And Annui | Recordkeeping fees | $3,023 |