Columbia Orthopaedic Group Profit Sharing Plan And Trust
Sponsored by Columbia Orthopaedic Group Llp · EIN 431427548 · Plan #001
- Total assets
- $51.0M
- Net assets
- $51.0M
- Active participants
- 260
- With balances
- 228
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 |
|---|---|---|
| The Central Trust Bank CRD 149262 | fuzzy_auto · 96% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 94% | 2024 |
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Central Trust Company | Custodial (securities), Trustee (institutional), Investment advisory (participants) | $59,569 |
| Charles Schwab | Custodial (securities), Investment management, Securities brokerage | $34,199 |
| Ascensus Llc | Recordkeeping, Custodial (securities), Securities brokerage | $20,436 |
| Cetera | Custodial (securities), Investment advisory (participants), Investment management | $16,152 |
| Edward D. Jones & Co., L.P. | Investment advisory (participants), Direct payment from the plan, Investment management fees (direct) | $5,896 |