Orthopedic Health Of Kansas City P. C. Profit Sharing 401(k) Plan
Sponsored by Orthopedic Health Of Kansas City Pc · EIN 430948214 · Plan #001
- Total assets
- $19.8M
- Net assets
- $19.8M
- Active participants
- 93
- With balances
- 107
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Steffes Financial, Ltd CRD 134530 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Steffes Financial Ltd | Investment advisory (plan), Direct payment from the plan | $14,020 |
| Newport Group, Inc. | Other fees, Participant loan processing, Recordkeeping | $8,782 |