Tri State Orthopaedics And Sports Medicine Inc. 401(k) Profit Sharing Plan
Sponsored by Tri State Orthopaedics And Sports Medicine Inc. · EIN 251356849 · Plan #002
- Total assets
- $37.0M
- Net assets
- $37.0M
- Active participants
- 116
- With balances
- 133
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| July Business Services, Llc | Recordkeeping | $27,965 |
| Strategic Wealth Management Group, | Investment advisory (participants) | $22,000 |