Orthopedic Surgeons Of Wisconsin, S.C. Retirement Plan
Sponsored by Orthopedic Surgeons Of Wisconsin, S.C. · EIN 200217581 · Plan #001
- Total assets
- $34.0M
- Net assets
- $34.0M
- Active participants
- 114
- With balances
- 145
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Northwestern Mutual | Securities brokerage | $57,033 |
| Fidelity Brokerage Services Llc | Securities brokerage | $36,089 |
| Rbc Wealth Management | Securities brokerage | $21,161 |
| Charles Schwab | Securities brokerage | $18,966 |
| Lpl Financial | Securities brokerage | $18,435 |
| Stifel | Securities brokerage | $18,087 |
| Johnson Financial | Securities brokerage | $9,367 |
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $195 |
| Voya Retirement Insurance & Annuity | Investment advisory (participants) | $0 |