Professional Orthopedic And Sports Physical Therapy, P.C. Employee Savings Plan
Sponsored by Professional Orthopedic And Sports Physical Therapy, P.C. · EIN 113431170 · Plan #001
- Total assets
- $64.2M
- Net assets
- $64.2M
- Active participants
- 1,231
- With balances
- 1,086
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 |
|---|---|---|
| Stone Hill Fiduciary Management, Llc CRD 164981 | fuzzy_auto · 98% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stone Hill Fiduciary Management Ll | Investment advisory (plan) | $40,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $30,154 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $27,352 |