Carolina Orthopeadic & Neurosurgical Associates, P.A. 401(k) Profit Sharing Plan & Trust
Sponsored by Carolina Orthopaedic And Neurosurgical Associates, P.A. · EIN 570510670 · Plan #002
- Total assets
- $17.2M
- Net assets
- $17.2M
- Active participants
- 179
- With balances
- 344
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 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial Rpcp | Investment advisory (plan) | $34,023 |