AUMdb

Midwest Orthopaedic Consultants, S. C. Profit Sharing 401(k) Plan

Sponsored by Midwest Orthopaedic Consultants, Sc · EIN 364005696 · Plan #001

Total assets
$13.9M
Net assets
$13.9M
Active participants
77
With balances
117

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
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Capfinancial Partners, Llc Investment advisory (plan), Direct payment from the plan $49,972
Cpi Qualified Plan Consultants, Inc Recordkeeping, Consulting (pension), Participant loan processing $32,915