Tri City Orthopaedic Clinic, Psc 401(k) Profit Sharing Plan
Sponsored by Tri City Orthopaedic Clinic, Psc · EIN 911866685 · Plan #001
- Total assets
- $11.2M
- Net assets
- $11.2M
- Active participants
- 91
- With balances
- 107
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Hfg Trust Llc | Recordkeeping, Trustee (institutional), Other services | $39,250 |
| Randal & Hurley, Inc | Recordkeeping, Sub-transfer agency fees, Recordkeeping fees | $15,363 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (institutional) | $6,440 |