Orthopaedic Clinic Of Daytona Beach, P.A. 401(k) Profit Sharing Plan
Sponsored by Orthopaedic Clinic Of Daytona Beach , P.A. · EIN 591281292 · Plan #005
- Total assets
- $23.2M
- Net assets
- $23.2M
- Active participants
- 144
- With balances
- 183
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 |
|---|---|---|
| Advus Financial Partners, Llc CRD 311990 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Advus Financial Partners Llc | Investment advisory (plan) | $48,497 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $31,183 |
| Empower Advisory Group, Llc | Investment management | $5,229 |
| Economic Group Pension Services | Contract administrator | $1,350 |
| Economic Group Pension Services | Other fees | $375 |