Orthocincy Retirement Plan
Sponsored by Orthocincy Orthopaedics & Sports Me · EIN 611274265 · Plan #001
- Total assets
- $65.2M
- Net assets
- $65.2M
- Active participants
- 543
- With balances
- 593
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 |
|---|---|---|
| Opus Capital Group, Llc CRD 106528 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co Of Ame | Recordkeeping fees | $75,294 |
| Opus Capital Group Llc | Investment advisory (plan) | $70,266 |
| Morgan Stanley | Securities brokerage commissions | $31,294 |
| Futures Planning Group, Inc. | Contract administrator | $25,455 |
| Raymond James | Securities brokerage commissions | $19,210 |
| Wealth Dimensions | Securities brokerage commissions | $17,348 |
| Morgan Stanley Wealth Management | Securities brokerage commissions | $16,344 |
| Allworth Financial | Securities brokerage commissions | $14,941 |
| Thor Wealth Management | Securities brokerage commissions | $11,955 |
| Benefits Administators Llc | Contract administrator | $450 |