The Orthopaedic And Fracture Clinic, P.A. Profit Sharing Plan
Sponsored by The Orthopaedic And Fracture Clinic, P.A. · EIN 410940705 · Plan #001
- Total assets
- $45.7M
- Net assets
- $45.7M
- Active participants
- 116
- With balances
- 127
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Wealth Inc | Investment advisory (plan) | $45,000 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $1,272 |