Syracuse Orthopedic Specialists, P.C. Retirement Incentive Savings Plan
Sponsored by Syracuse Orthopedic Specialists, Pc · EIN 160992982 · Plan #004
- Total assets
- $107M
- Net assets
- $107M
- Active participants
- 752
- With balances
- 920
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wilmington Trust National Assoc | Investment advisory (plan) | $40,350 |
| Lpl Financial Llc | Investment advisory (plan) | $13,450 |
| Bonadio & Co Llp | Accounting | $13,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $10,231 |