Scoi Profit Sharing Plan
Sponsored by Southern California Orthopedic Institute, Lp · EIN 953150156 · Plan #003
- Total assets
- $26.5M
- Net assets
- $26.5M
- Active participants
- 158
- With balances
- 146
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Adp,Inc. | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $16,990 |
| Hcvt Certified Public Accts | Recordkeeping, Consulting (pension), Direct payment from the plan | $11,500 |
| Morgan Stanley Smith Barney Llc | Recordkeeping, Trustee (institutional), Other services | $10,000 |
| Actuarial Benefits Corp. | Recordkeeping, Consulting (pension), Direct payment from the plan | $8,638 |