AUMdb

Orthopaedic And Spine Center 401(k) Profit Sharing Plan

Sponsored by Orthopaedic Surgery & Sports Medicine Specialists, P.C. · EIN 541560238 · Plan #001 · Newport News, VA

Total assets
$25.0M
Net assets
$25.0M
Active participants
101
With balances
115

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Cambridge Investment Research Participant loan processing, Recordkeeping fees, Account maintenance fees $56,250
Fidelity Investments Institutional Investment advisory (plan) $1,275