AUMdb

Orthopedic Institute Of Pennsylvania 401(k) Profit Sharing Plan

Sponsored by Orthopedic Surgeons, Ltd. Dba Orthopedic Institute Of Pennsylvania · EIN 231875547 · Plan #003

Total assets
$60.8M
Net assets
$60.8M
Active participants
306
With balances
425

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
Empower Annuity Insurance Company Recordkeeping, Other services, Shareholder servicing fees $24,007
Dunbar Bender & Zapf, Inc. Contract administrator, Consulting (general), Other services $8,000