Bone & Joint Clinic, S.C. 401(k) Plan
Sponsored by Bone & Joint Clinic, S.C. · EIN 391130341 · Plan #004
- Total assets
- $44.7M
- Net assets
- $44.6M
- Active participants
- 287
- With balances
- 365
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 |
|---|---|---|
| Orgel Wealth Management, Llc CRD 168219 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alerus Financial, N.A. | Recordkeeping, Trustee (institutional), Trustee (directed) | $89,771 |
| Orgel Wealth Management, Llc | Investment advisory (participants), Investment advisory (plan) | $38,278 |