Capital Orthopaedic And Sports Medicine Center 401(k) Plan
Sponsored by Capital Orthopaedic And Sports Medicine Center · EIN 203941865 · Plan #002
- Total assets
- $18.2M
- Net assets
- $18.2M
- Active participants
- 87
- With balances
- 112
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 |
|---|---|---|
| Bankplus Wealth Management, Llc CRD 152588 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bankplus Wealth Managment | Investment advisory (plan), Investment management, Direct payment from the plan | $55,212 |
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $20,117 |