Fort Wayne Orthopaedics, Llc Profit Sharing Plan
Sponsored by Fort Wayne Orthopaedics, Llc · EIN 351893082 · Plan #001
- Total assets
- $53.9M
- Net assets
- $53.9M
- Active participants
- 249
- With balances
- 323
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees, Securities brokerage commissions | $47,440 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $7,305 |