Orthopaedic Rehab Specialists, P.C. Profit Sharing Plan And Trust
Sponsored by Orthopaedic Rehab Specialists, P.C. · EIN 382737469 · Plan #001
- Total assets
- $8.4M
- Net assets
- $8.4M
- Active participants
- 139
- With balances
- 212
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 |
|---|---|---|
| Dillon & Associates Inc CRD 104662 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Dillon And Associates | Consulting (general), Investment advisory (participants), Investment advisory (plan) | $50,608 |
| Sentinel Benefits Group, Inc. | Recordkeeping, Consulting (general), Participant loan processing | $32,789 |
| Charles Schwab Trust Bank | Custodial (other), Custodial (securities), Direct payment from the plan | $4,120 |