Orthopaedic & Spine Center Of The Rockies, P.C. 401(k) Profit Sharing Plan
Sponsored by Orthopaedic & Spine Center Of The Rockies, Pc · EIN 840593455 · Plan #001
- Total assets
- $87.6M
- Net assets
- $87.6M
- Active participants
- 625
- With balances
- 746
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 |
|---|---|---|
| Alliancebernstein L.P. CRD 108477 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance | Contract administrator, Participant loan processing, Direct payment from the plan | $51,989 |
| Alliancebernstein L.P. | Investment advisory (plan), Direct payment from the plan | $51,148 |
| Rea & Asssociates, Inc. | Contract administrator, Direct payment from the plan, Other services | $17,367 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |