Aligned Orthopedic Partners 401(k) Plan
Sponsored by Asc Ortho Management Company, Llc · EIN 831642974 · Plan #001
- Total assets
- $51.6M
- Net assets
- $51.6M
- Active participants
- 572
- With balances
- 619
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 94% | 2024 |
| Hightower Advisors, Llc CRD 145323 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning Holdco Llc | Investment management, Direct payment from the plan | $90,961 |
| City National Rochdale Llc | Investment advisory (participants), Direct payment from the plan | $64,487 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $48,303 |
| Hightower Advisors Llc | Investment advisory (participants), Direct payment from the plan | $6,272 |
| Morningstar Investment Service | Investment advisory (participants), Direct payment from the plan | $5,030 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $1,240 |