Olympia Orthopaedic Associates, Pllc 401(k) Plan
Sponsored by Olympia Orthopaedic Associates, Pllc · EIN 911674528 · Plan #002
- Total assets
- $52.8M
- Net assets
- $52.8M
- Active participants
- 376
- With balances
- 482
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 |
|---|---|---|
| Rpa Financial, Llc CRD 294105 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $124,896 |
| Rpa Financial Llc | Investment advisory (plan) | $11,662 |
| Osaic Wealth Inc | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $5,250 |
| Spectrum Pension Consultants, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $4,950 |