AUMdb

Hand Surgery Associates Of Indiana, Inc. 401(k) Plan

Sponsored by Hand Surgery Associates Of Indiana, Inc. · EIN 351298203 · Plan #002

Total assets
$26.1M
Net assets
$26.1M
Active participants
108
With balances
156

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
Schwab Retirement Plan Services Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $38,788
Morgan Stanley Domestic Holdin Investment management, Direct payment from the plan $25,000
Ksm Services Inc Accounting, Direct payment from the plan $17,000
Charles Schwab & Co Inc Securities brokerage, Direct payment from the plan, Shareholder servicing fees $278