AUMdb

Orthopedic Care Partners 401(k) And Profit Sharing Plan

Sponsored by Orthopedic Care Partners Management Llc · EIN 823301294 · Plan #001

Total assets
$161M
Net assets
$161M
Active participants
1,464
With balances
1,480

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
D.B. Root & Company, Llc CRD 188512 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
John Hancock Retirement Plan Svcs Recordkeeping, Investment advisory (plan), Investment management $149,365
D.B. Root & Company Llc Investment advisory (plan) $95,000
Metro Benefits, Inc. Plan administrator $41,490