Golden State Orthopedics & Spine Profit Sharing 401(k) Plan
Sponsored by Golden State Orthopedics & Spine · EIN 943375456 · Plan #002
- Total assets
- $109M
- Net assets
- $109M
- Active participants
- 431
- With balances
- 768
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 |
|---|---|---|
| Capital Performance Advisors | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $216,926 |
| Pensionone Advisors | Contract administrator, Recordkeeping, Consulting (pension) | $74,593 |
| Piller Wealth Mgmt Llc | Investment advisory (participants), Investment management fees (direct) | $48,450 |
| Rockelfeller Global Family Office | Investment advisory (participants), Investment management fees (direct) | $46,972 |
| Stelvio Private Wealth | Investment advisory (participants), Investment management fees (direct) | $14,663 |
| A.C. Sondhi & Assoc, Llc | Investment advisory (participants), Investment management fees (direct) | $12,995 |