San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(k) Profit Sharing Plan
Sponsored by San Bernardino Medical Orthopaedic Group, Inc. · EIN 330376200 · Plan #001
- Total assets
- $40.5M
- Net assets
- $40.5M
- Active participants
- 311
- With balances
- 410
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 |
|---|---|---|
| Kwb Wealth CRD 300921 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kwb Wealth | Direct payment from the plan, Investment advisory (plan) | $61,680 |
| Newport Group, Inc. | Contract administrator, Recordkeeping fees | $43,628 |
| Newport Trust Company | Trustee (individual), Trustee (institutional) | $10,397 |