Physicians 401(k) Solutions
Sponsored by Ortho Benefits Corp · EIN 471797746 · Plan #002
- Total assets
- $13.2M
- Net assets
- $13.2M
- Active participants
- 300
- With balances
- 122
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 |
|---|---|---|
| Advus Financial Partners, Llc CRD 311990 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Financial Life Insuran | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $47,033 |
| Advus Financial Partners Llc | Investment advisory (plan) | $28,165 |
| The Rosenbaum Law Firm P.C. | Plan administrator | $3,697 |
| Ej Reynolds, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $1,600 |
| Creative Planning Llc | Investment advisory (plan) | $1,469 |