Orthopaedic Institute Of Ohio, Inc. / Institute For Orthpaedic Surgery Cash Balance Plan
Sponsored by Orthopaedic Institute Of Ohio, Inc. · EIN 311562435 · Plan #003
- Total assets
- $15.2M
- Net assets
- $15.2M
- Active participants
- 129
- With balances
- 0
Plan year beginning 01/01/2024
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 | Custodial (securities), Investment advisory (plan), Securities brokerage | $78,203 |