AUMdb

Orthocarolina 401(k)and Profit Sharing Plan

Sponsored by Orthocarolina, P.A. · EIN 561093722 · Plan #001

Total assets
$364M
Net assets
$364M
Active participants
1,689
With balances
2,724

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
Vanguard Group Inc Recordkeeping, Consulting (general), Participant loan processing $257,198