Orthopedic Associates Of Lancaster, Ltd. 401(k) Profit Sharing Plan
Sponsored by Orthopedic Associates Of Lancaster, Ltd. · EIN 231879220 · Plan #003
- Total assets
- $50.3M
- Net assets
- $50.3M
- Active participants
- 282
- With balances
- 378
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fulton Bank, N.A. | Recordkeeping, Consulting (general), Custodial (securities) | $96,418 |
| Gardner Russo & Gardner, Llc | Investment advisory (participants) | $28,475 |
| Ubs Financial Services, Inc. | Investment advisory (participants), Sub-transfer agency fees, Other investment fees and expenses | $14,323 |