AUMdb

Athens Orthopedic Clinic, P.A. 401(k) Profit Sharing Plan

Sponsored by Athens Orthopedic Clinic, P.A. · EIN 581076549 · Plan #001

Total assets
$47.3M
Net assets
$47.3M
Active participants
309
With balances
466

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
The Vanguard Group, Inc. Other fees, Recordkeeping fees, Recordkeeping $36,618
Atlantic Pension Services Inc. Recordkeeping, Contract administrator, Distribution (12b-1) fees $27,374
Bates Carter & Co Accounting $13,000
Mesirow Investment management fees (direct), Investment advisory (plan), Consulting fees $9,111