University Orthopaedic Services, Inc. Retirement Plan
Sponsored by University Orthopaedic Services Inc · EIN 161406947 · Plan #001
- Total assets
- $69.8M
- Net assets
- $69.8M
- Active participants
- 325
- With balances
- 451
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Ins And Annuity Co | Recordkeeping, Float revenue, Participant loan processing | $69,992 |
| Valiant Retire Inc. | Contract administrator, Other services, Recordkeeping | $1,800 |
| Commonwealth Equity Services | Investment advisory (participants), Investment advisory (plan) | $0 |