Peninsula Orthopaedic Associates, P.A. Profit Sharing Plan
Sponsored by Peninsula Orthopaedic Associates, P.A. · EIN 520910711 · Plan #001
- Total assets
- $19.7M
- Net assets
- $19.7M
- Active participants
- 148
- With balances
- 163
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| One Digital Investment Advisors | Investment advisory (plan), Direct payment from the plan | $24,971 |
| Ascensus Llc | Recordkeeping fees, Other fees, Participant loan processing | $21,831 |