The Orthopedic Center Of St. Louis 401(k) Profit Sharing Plan
Sponsored by The Orthopedic Center Of St. Louis, Llc · EIN 753039280 · Plan #001
- Total assets
- $27.4M
- Net assets
- $27.4M
- Active participants
- 95
- With balances
- 151
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Moneta Group Llc | Investment advisory (plan) | $18,816 |
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $17,735 |
| Charles Schwab Trust Bank | Custodial (securities), Float revenue | $0 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |