AUMdb

Houston Orthopaedic Surg & Sports Medicine Ps

Sponsored by Houston Orthopaedic Surgery · EIN 582394003 · Plan #001

Total assets
$19.1M
Net assets
$19.1M
Active participants
84
With balances
106

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
Onedigital Investment Advisors Llc CRD 106766 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Ascensus Llc Recordkeeping fees, Other fees, Participant loan processing $50,750
One Digital Investment Advisors Other fees, Investment advisory (plan), Direct payment from the plan $32,153