New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust
Sponsored by New England Orthopedic Surgeons, Inc. · EIN 042521996 · Plan #004
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2025 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Swbc Investment Advisory Services Llc CRD 156155 | deterministic · 100% | 2025 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Swbc Investment Advisory Services | Investment advisory (plan) | $15,016 |
| Vanguard Group, Inc. | Recordkeeping, Securities brokerage | $3,523 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2025 | $0 | 0 | ack 20251118101344NAL0006217090001 |
| 01/01/2024 | $61.0M | 241 | ack 20250904082818NAL0015921729001 |