Chatham Orthopaedic Associates, P.A. Retirement Plan
Sponsored by Chatham Orthopaedic Associates, P.A. · EIN 581132546 · Plan #001
- Total assets
- $22.3M
- Net assets
- $22.3M
- Active participants
- 134
- With balances
- 164
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 |
|---|---|---|
| The Fiduciary Group, Llc CRD 221530 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Fiduciary Group | Investment advisory (plan), Direct payment from the plan | $45,115 |
| Sentinel Benefits & Financial Group | Recordkeeping, Direct payment from the plan | $15,220 |