Ospta 401(k) Safe Harbor Plan
Sponsored by Orthopedic And Sports Physical Therapy Associates, Inc. · EIN 251570641 · Plan #002
- Total assets
- $37.1M
- Net assets
- $37.1M
- Active participants
- 238
- With balances
- 362
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 |
|---|---|---|
| Investment Advisory Operations | Investment advisory (plan) | $45,000 |
| The Vanguard Group | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $26,885 |
| M2 B Retirement Consulting | Recordkeeping, Participant loan processing, Recordkeeping fees | $8,491 |