AUMdb

Youngstown Orthopaedic Associates Ltd 401(k) Profit Sharing Plan

Sponsored by Youngstown Orthopaedic Associates, Ltd · EIN 341972661 · Plan #001

Total assets
$28.7M
Net assets
$28.7M
Active participants
105
With balances
130

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
John Hancock Usa Recordkeeping, Sub-transfer agency fees, Soft dollars commissions $1,326