Desert Orthopaedic Center, Ltd. 401(k) Profit Sharing Plan And Trust
Sponsored by Desert Orthopaedic Center · EIN 910858192 · Plan #001
- Total assets
- $65.5M
- Net assets
- $65.5M
- Active participants
- 279
- With balances
- 468
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $61,506 |
| Morgan Stanley | Investment advisory (plan) | $34,137 |
| Kushner & Company | Contract administrator | $4,560 |