First State Orthopaedics, P.A. 401(k) Profit Sharing Plan
Sponsored by First State Orthopaedics, P.A. · EIN 510297303 · Plan #001
- Total assets
- $78.3M
- Net assets
- $78.3M
- Active participants
- 595
- With balances
- 655
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $64,440 |
| Global Retirement Partners Llc | Investment advisory (plan) | $33,455 |
| Gunnip & Company Llp | Accounting | $17,200 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $6,708 |