Rothman Institute 401(k) Profit Sharing Plan
Sponsored by Reconstructive Orthopaedic Associates Ii, P.C. · EIN 232856880 · Plan #002
- Total assets
- $245M
- Net assets
- $245M
- Active participants
- 1,495
- With balances
- 2,003
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | 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 |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping, Direct payment from the plan, Participant loan processing | $149,989 |
| Onedigital Investment Advisors Llc | Investment advisory (participants), Direct payment from the plan | $131,241 |
| Empower Advisory Group, Llc | Investment advisory (participants), Direct payment from the plan | $26,754 |