Orthopedic & Sports Medicine Specialists Of Green Bay Sc 401 K Plan
Sponsored by Orthopedic & Sports Medicine Specialists Of Green Bay Sc · EIN 261132759 · Plan #001
- Total assets
- $33.2M
- Net assets
- $33.2M
- Active participants
- 193
- With balances
- 227
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 |
|---|---|---|
| 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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $58,929 |
| Pension Inc | Contract administrator, Recordkeeping, Consulting (pension) | $22,591 |